Create a workflow

Follow these steps to create and set up a workflow

Before you begin

✨ Want a head start? Use our workflow templates library: Get started with workflow templates library

Create and set up a workflow

1

Create a workflow

1. In the XFlow dashboard, go to the Workflow section

2. Click Create workflow to start a new workflow.

2

Define workflow name and trigger

Enter a name and select a workflow trigger (Product restock or New subscriber) to set up your new workflow.

Learn more: Understanding workflow triggers

3

Start creating a workflow

Not sure how workflows work yet? Check out How workflows work

Click the plus () icon to add a condition or action, and build your workflow according to your needs.

Hover over the block to change or delete the workflow block.

Click the block and select Edit description to add a custom description for your workflow.

For a workflow condition, you can choose either the True or False branch to continue building the next actions.

4

Set up your workflow

Select an available action or condition to define what happens in your workflow.

👉 Check out these articles to learn more about workflow conditions and actions:

• Understanding workflow conditions

• Understanding workflow actions

5

Run your workflow

Click Save and Turn on workflow to run the workflow you just created.

6

Your workflow has been activated!

You can check again in the Workflow dashboard; the Active button is now turned green, indicating that the workflow is enabled.

Best practices for creating workflows

Pro Tip:

• 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 campaignEmail templatesAvailable triggers, actions, and conditionsManage workflowsWorkflows: FAQs

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