Workflow

Getting started

• Automated flow nodes: what they are and how to use them
• Marketing automation with workflows: where to start
• The language of automated flows
• How to create an automated flow from a template
• The entry limits

Design a flow

• Find the best moment with waiting nodes
• Automated flow templates with Q Message
• Check contact interaction on the message
• Use the ‘Message activity’ node to track contact actions on sent messages
• How to assign a workflow variable
• How can I compare the date to the start of a workflow session?

Best practice and examples

• How to create a welcome flow
• How to create an abandoned cart flow

Events

• How to activate a workflow on a contact's date
• How to activate an automated flow when adding or updating a contact
• Activate the automated flow according to customised filters and frequencies with the ‘Periodic filter’ node
• Leverage data tables with the “New data event” and “Data periodic filter” nodes

How to add an action

• Run API request: the node for integrating external systems into automated flows
• How to add a condition check
• How to add a contact to an audience
• How to update a contact field in a workflow
• To add a new SMS into a workflow
• How to add an email send to an automated flow

Test and optimization

• Undo, redo and autosave
• How to test an automated flow
• How to start, pause, and stop an automated flow
• Understanding the status of messages