Manage workflows

Learn how to edit an existing workflow and assign the workflow to a specific campaign to automate your processes effectively

Before you begin

• New to workflows? Check out How workflows work for a quick overview.

• Ready to get started? See Create a workflow to learn how to set one up.

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.

Choose the vertical or horizontal flow to see the workflow you’d like to display

Horizontal flow

The Horizontal flow is:

• Easier to view and understand workflows with fewer steps in a single view.

• Ideal for simpler processes or short workflows.

• More compact, fits well in a horizontal space.

Vertical flow

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 deactivated workflows. Make sure to turn off a workflow before deleting it. This action cannot be undone, so please consider it carefully before deleting.

Order & revenue attribution (last 30 days)

These metrics automatically update to show the workflow's performance and effectiveness 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.

Learn more: Orders

Recent runs

Displays the workflow's execution history. Each entry provides details on when it ran, the status, and completion data.

Column	Description
Started at	The date and time when the workflow run started. This helps you see when the workflow was triggered.
Status	The current state of the workflow run
Completed steps	The number of steps that were successfully executed in this workflow run.
Completed at	The date and time when the workflow run finished. This helps you understand how long the run took.

You can use Recent runs to:

• Monitor workflow activity

• Identify failed or interrupted runs

• Confirm that recent changes are working as expected

Related articles

Available triggers, actions, and conditionsGet started with workflow templates libraryCampaignsAssign a workflow to your campaign

---

📩 Need help?

We’re here to make your XFlow experience smooth and successful. Our support team is always ready to assist you—no matter how big or small your question is.

Chat now Message us