Workflows
Create a workflow
2 min read

Before you begin
✨ Want a head start? Use our workflow templates library: Get started with workflow templates library
Create and set up a workflow
Create a workflow
- In the XFlow dashboard, go to the Workflow section
- Click Create workflow to start a new workflow.
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Start creating a workflow
Not sure how workflows work yet? Check out How workflows work
Set up your workflow
Run your workflow
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Your workflow has been activated!
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Best practices for creating workflows
- Start faster by using our workflow template library instead of building from scratch: Get started with workflow templates library
- After setting up your workflow, don’t forget to test it to make sure it works as expected: Test an email campaign
- Keep an eye on how your workflow runs: Recent runs
- A well-designed workflow follows clear logic and helps you reach the right customers at the right moment, without unnecessary or missing steps: Common mistakes when creating workflows
Related articles
Assign a workflow to your campaign
Email templates
Available triggers, actions, and conditions
Manage workflows
Workflows: FAQs
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