Podcast
Questions and Answers
Which tab should you click on to navigate to the workflow in the software?
Which tab should you click on to navigate to the workflow in the software?
What does the 'Drafts' dropdown option represent in the workflow dashboard?
What does the 'Drafts' dropdown option represent in the workflow dashboard?
What is the purpose of the 'Filters' dropdown option in the workflow dashboard?
What is the purpose of the 'Filters' dropdown option in the workflow dashboard?
Which option allows you to create a folder for each workflow sequence you have set up?
Which option allows you to create a folder for each workflow sequence you have set up?
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What does the 'Draft' status indicate for a workflow?
What does the 'Draft' status indicate for a workflow?
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What happens when you select 'Duplicate Workflow'?
What happens when you select 'Duplicate Workflow'?
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What does the 'Delete' option do for a workflow?
What does the 'Delete' option do for a workflow?
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Which of the following best describes a trigger in the workflow builder?
Which of the following best describes a trigger in the workflow builder?
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What are some examples of triggers in the workflow builder?
What are some examples of triggers in the workflow builder?
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How can you make a trigger specific to a particular situation or thing?
How can you make a trigger specific to a particular situation or thing?
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What types of actions can be performed automatically in the workflow builder?
What types of actions can be performed automatically in the workflow builder?
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Which option allows a contact to enter the workflow multiple times?
Which option allows a contact to enter the workflow multiple times?
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What happens when a contact responds to a message sent from this workflow?
What happens when a contact responds to a message sent from this workflow?
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What does the 'Time window' option allow you to specify?
What does the 'Time window' option allow you to specify?
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What does enabling the 'Mark as Read' feature do?
What does enabling the 'Mark as Read' feature do?
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Study Notes
Navigation
- 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.
