Creating Workflow Automations

Overview

Workflow automations help you streamline membership engagement, community engagement, email communication, and repetitive tasks in your community.

This guide will show you how to create and configure workflows.

Accessing Workflows

1. Navigate to your community admin panel by clicking the admin panel button

   

2. Click on "Workflows" for first-time users; you'll see the Workflow Dashboard with suggested workflow templates

   

Creating a New Workflow

1. Click "Create Workflows"

   

2. Select "Create" from the blank card

   

3. Enter a workflow name (e.g., "Seven Day Challenge Workflow") and click "Save"

   

Setting Up Workflow Triggers

A workflow trigger is the initial action that starts your workflow. Available triggers include:

• Member joins community

• Member subscribes to a plan

• Member cancels subscription

• Subscription becomes past due

• Member joins a channel

• Member is removed from a channel

• Member enrolls in a course

• Member completes a course

• Member completes a course lesson

  

Adding Actions and Filters

Actions

Actions are tasks that the workflow performs. You can:

• Add members to segments

• Send automated emails

• Send direct messages

• Add time delays between steps

  

Filters

Filters are conditions that must be met for the workflow to continue. You can:

• Set specific conditions

• Create multiple condition scenarios

• Add if/then statements

  

Publishing Your Workflow

1. Configure all workflow steps

2. Review and remove any error indicators

   

3. Click "Save"

4. Click "Publish" to activate your workflow

   

Best Practices

• Test your workflow before publishing

• Review all automated messages

• Ensure proper timing for delays

• Verify trigger conditions

Here is a video walk-through