Creating Workflow Automations

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

Step 1: Click the Admin Panel button.

Step 2: Click Operations in the side menu and select Workflows. If you’re a first-time user, you'll see the Workflow Dashboard with suggested workflow templates.

Creating a New Workflow

Step 1: Click Add Workflows.

Step 2: Select Create from the blank card.

Step 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 the 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

Step 1: Configure all workflow steps

Step 2: Review and remove any error indicators

Step 3: Finally, click Save and Activate to turn on your workflow.

Best Practices

• Test your workflow before publishing

• Review all automated messages

• Ensure proper timing for delays

• Verify trigger conditions