Mastering Workflow Automation
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Questions and Answers

Which tab should you click on to navigate to the workflow in the software?

  • Automation (correct)
  • Recent
  • Filters
  • Dashboard

What does the 'Drafts' dropdown option represent in the workflow dashboard?

  • Workflows that have been paused after starting
  • Workflows that have not been published (correct)
  • Workflows that are already live
  • Workflows that have been completed

What is the purpose of the 'Filters' dropdown option in the workflow dashboard?

  • To quickly locate a workflow folder or a single workflow (correct)
  • To view all the recent activities performed on any workflow
  • To show workflows that have been paused after starting
  • To display all the workflows in descending chronological order

Which option allows you to create a folder for each workflow sequence you have set up?

<p>Create Folder (D)</p> Signup and view all the answers

What does the 'Draft' status indicate for a workflow?

<p>The workflow is not yet published (A)</p> Signup and view all the answers

What happens when you select 'Duplicate Workflow'?

<p>A copied workflow is created with a new name (D)</p> Signup and view all the answers

What does the 'Delete' option do for a workflow?

<p>Permanently removes the workflow from the system (B)</p> Signup and view all the answers

Which of the following best describes a trigger in the workflow builder?

<p>A trigger is a conditional statement that initiates the workflow. (B)</p> Signup and view all the answers

What are some examples of triggers in the workflow builder?

<p>All of the above (D)</p> Signup and view all the answers

How can you make a trigger specific to a particular situation or thing?

<p>By adding filters to refine the trigger. (B)</p> Signup and view all the answers

What types of actions can be performed automatically in the workflow builder?

<p>All of the above (C)</p> Signup and view all the answers

Which option allows a contact to enter the workflow multiple times?

<p>Allow re-entry (D)</p> Signup and view all the answers

What happens when a contact responds to a message sent from this workflow?

<p>The workflow stops sending further announcements to that contact (B)</p> Signup and view all the answers

What does the 'Time window' option allow you to specify?

<p>The time frame during which the workflow will be sent out (A)</p> Signup and view all the answers

What does enabling the 'Mark as Read' feature do?

<p>Automatically marks all messages that come in response to the workflow as read (A)</p> Signup and view all the answers

Study Notes

  • To navigate to the workflow, click on the corresponding tab.

Workflow Dashboard

  • The 'Drafts' dropdown option represents workflows that are in the draft stage, not yet active.
  • The 'Filters' dropdown option allows users to filter workflows based on specific criteria.

Folder Management

  • The 'Create a folder for each workflow sequence' option enables the creation of separate folders for each workflow sequence.

Workflow Status

  • The 'Draft' status indicates that a workflow is not yet active.

Workflow Actions

  • Selecting 'Duplicate Workflow' creates a copy of the existing workflow.
  • The 'Delete' option permanently removes a workflow.

Triggers

  • A trigger in the workflow builder is an event that sets the workflow in motion.
  • Examples of triggers include specific dates, email opens, and form submissions.
  • Triggers can be made specific to a particular situation or thing by adding specific conditions or filters.

Actions

  • The workflow builder allows for automatic performance of various actions, such as sending emails, creating tasks, and updating contact information.

Workflow Behavior

  • The 'Allow multiple entries' option enables a contact to enter the workflow multiple times.
  • When a contact responds to a message sent from this workflow, the response is recorded and can trigger further actions.

Time Windows

  • The 'Time window' option allows users to specify a specific time frame or delay between workflow actions.

Message Management

  • Enabling the 'Mark as Read' feature automatically marks messages sent from the workflow as read.

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Description

Test your knowledge on the Builder tool and learn about triggers and actions in workflow automation. Understand how conditional statements initiate workflows and determine when specific actions should be executed. Explore how triggers can be used to send messages, such as thank you notes or birthday wishes, based on specific events.

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