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How to Add Workflow Participants

Overview

 

 

An email workflow is series of automated emails that will be sent — or not — based on a person's behavior or criteria. With workflows, you can trigger emails 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. 

Add participants that will receive the emails in the workflow. We use Dynamic Membership Rules to automatically add participants to the workflow from your existing lists. Learn more about Dynamic Membership Rules.

Prerequisites

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password

How to Add Workflow Participants

Create rule to add participants to the workflow.

  1. Access the Workflow Wizard for your campaign.
  2. Select the Participants tab.2017-11-30_WorkflowWizardParticipants.jpg
  3. Define the entry criteria for participants into the workflow. Use the drop-downs to see all the options for qualifying participants. You can learn more about creating Dynamic Membership Rules. Note that the system displays the number of Matching Contacts once the rule is defined.
  4. Select Save or Save and Next.  

Additional Information

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