Manage workflows
Learn how to edit an existing workflow and assign the workflow to a specific campaign to automate your processes effectively.
Workflow builder overview
Zoom In/Zoom Out: Adjust the canvas view to see more details or get a wider overview of your workflow.
Default view: Reset the canvas back to the standard zoom level and center the workflow for easier navigation.
Help: Contact us if you need assistance.
Actions available
Edit Workflow: Opens the visual editor to modify triggers, conditions, or actions.
Turn on Workflow: Activates your workflow so that it runs automatically when the trigger conditions are met.
Turn off Workflow: Temporarily deactivates the workflow without deleting it.
Delete: Permanently removes the workflow
You can only delete workflows that have been deactivated. Make sure to turn off an workflow before deleting it.
Order & revenue attribution (last 30 days)
These metrics update automatically to show the performance and effectiveness of the workflow over the last 30 days.
Attributed Orders: The number of orders that were generated by this workflow
Attributed Revenue: The total amount of revenue generated from orders that were generated by this workflow
Average Attribution: The average value per workflow run.
Recent runs
Displays the execution history of the workflow. Each entry provides details on when it ran, the status, and completion data.
Assigning a Workflow to a Campaign
Go to the Xflow Dashboard > Campaigns > choose a campaign > then start assigning your workflow to automate actions within that campaign.
Learn more: Assign notification workflow
Notifications workflows
The Notifications workflows section allows you to assign specific workflows for different triggers and purposes. You can manage and assign both Primary and Secondary workflows depending on your automation needs.
Workflow assignment options
Primary workflow: The main required workflow for essential notifications.
Secondary workflow: An optional workflow for additional automation or internal processes.
💡 Pro Tip: Use secondary workflows for internal notifications, or to send welcome emails for new signups.
Related articles
How workflows workCreate a workflowCampaignsLast updated