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How to Edit Workflow Steps

Overview

 

 

An email workflow is a series of automated emails that will be sent — or not — based on a person's behavior or criteria. With workflows, you can trigger emails or events based on your recipients' actions.  This allows you to send the right message to the right person at the right time. 

Workflows can be set up in two ways; they can be part of a campaign or a published workflow can be added to an existing campaign. In either case, administrator access is required for the initial setup. 

Most workflows are based on action triggers, such as clicking on a link or submitting a form. In these cases, emails in the workflow are triggered automatically when your contact clicks on a previously-sent email, submits a form, or takes another specified action within the workflow. Action-triggered workflows calculate the time sent of each email based on the time sent of the previous email in the series. Workflows use your operating system time when calculating times. So you don't need to do anything to schedule them! You will need to activate the workflow to get it started.

FYI: Zift services processes workflows every three hours. Any steps less than three hours between steps will have adverse results and is not recommended. 

The steps are defined by suppliers when the workflow is created. Partners can edit wait times, conditions, and/or skip steps.

Prerequisites

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password

How to Edit Workflow Steps

Do the following to edit the workflow steps:

  1. Access the Workflow Wizard for your campaign.
  2. Select the Steps tab.2017-11-30_WorkflowWizardStep.jpg
  3. Select Edit to change the email subject, wait type, day of week, or the time.2017-11-30_WorkflowWizardStepEdit.jpg
  4. Select Skip to take the step out of the workflow sequence.
  5. Select Save after making your changes.

Additional Information

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