Manage workflows

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

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

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.

The Vertical flow is:

Better suited for complex workflows with multiple steps or branches.
Easier to organize and follow long or sequential processes.
Helps maintain a clear step-by-step progression, making it better for longer workflows.

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

Available triggers, actions, and conditions

Get started with workflow templates library

Campaigns

Assign a workflow to your campaign

Last updated 28 days ago

#Workflow builder overview

#Actions available

#Order & revenue attribution (last 30 days)

#Recent runs

#Related articles

ON THIS PAGE

Workflow builder overview

Actions available

Order & revenue attribution (last 30 days)

Recent runs

Related articles