30 Questions
Which tab should you click on to navigate to the workflow?
Automation
What does the 'Drafts' section in the workflow dropdown menu represent?
Workflows that have not been published
What type of workflows are listed under the 'Paused' section?
Workflows that have been paused after starting
Which option allows you to create a folder for each workflow sequence you have set up?
Create Folder
What information is displayed on the Workflow board for each workflow?
Name, Status, Total Enrolled, Active Enrolled, Last Update, Created On
What happens when you select 'Move to Folder' for a workflow?
A new window with a dropdown menu containing all available folders will appear
What options are available when you click on 'Create Workflow'?
Start from scratch, Import from campaign, Recipes
Which of the following best describes a trigger in the workflow builder?
A conditional statement that initiates the workflow
What are some examples of actions that can be performed automatically in a workflow?
Sending emails, assigning tasks, and updating contact information
How can you make a trigger more specific in the workflow builder?
By adding filters
What are the two main sections in the 'Send Email' action of the workflow builder?
'Edit Actions' and 'Statistics'
Which option in the 'Communication management' section allows you to specify the time frame during which the workflows will be sent out?
Time window
What does enabling the 'Mark as Read' feature in the 'Conversation' section do?
Automatically marks all messages as read
Which option in the 'contact management' section allows a single contact to enter the workflow more than once?
Allow re-entry
What happens if a contact responds to a message sent from the workflow when the 'Stop on Response' feature is enabled?
The workflow stops sending further announcements to the contact
Which tab should you click on to navigate to the workflow?
Automation
What does the 'Drafts' section in the workflow dropdown menu represent?
Workflows that have not been published
What type of workflows are listed under the 'Paused' section?
Workflows that have been paused after starting
Which option allows you to create a folder for each workflow sequence you have set up?
Create Folder
What happens when you select 'Move to Folder' for a workflow?
The workflow is moved to a different folder
What options are available when you click on 'Create Workflow'?
All of the above
What type of workflows are listed under the 'Paused' section?
Workflows that have been put on hold
Which one of these is NOT a type of trigger in the workflow builder?
CRM
Which one of these is a premium feature action in the workflow builder?
Assign Task
What is the purpose of the 'Add filters' button in the workflow builder?
To refine the trigger and make it more specific
What information can you view in the 'Statistics' section of the 'Send Email' action in the workflow builder?
All of the above
Which option in the 'Communication management' section allows you to specify the time frame during which the workflows will be sent out?
Time window
What does enabling the 'Stop on Response' feature in the 'contact management' section do?
Stops the workflow from sending further announcements to a contact if they respond to a message sent from the workflow.
What happens if you toggle on the 'Mark as Read' feature in the 'Conversation' section?
All messages that come in response to the workflow will be automatically marked as read.
What does selecting 'Positive/Yes' in the 'Select operator' field mean in the 'Segment' section of the 'If/else' condition?
The system will interpret only specific words indicating a positive intention as a 'Yes' response.
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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