Mastering Workflow Automation

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Questions and Answers

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

  • Recent
  • Filters
  • List View
  • Automation (correct)

What does the 'Drafts' section in the workflow dropdown menu represent?

  • Paused workflows
  • Published workflows
  • All workflows
  • Workflows that have not been published (correct)

What type of workflows are listed under the 'Paused' section?

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

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

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

What information is displayed on the Workflow board for each workflow?

<p>Name, Status, Total Enrolled, Active Enrolled, Last Update, Created On (A)</p> Signup and view all the answers

What happens when you select 'Move to Folder' for a workflow?

<p>A new window with a dropdown menu containing all available folders will appear (D)</p> Signup and view all the answers

What options are available when you click on 'Create Workflow'?

<p>Start from scratch, Import from campaign, Recipes (B)</p> Signup and view all the answers

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

<p>A conditional statement that initiates the workflow (D)</p> Signup and view all the answers

What are some examples of actions that can be performed automatically in a workflow?

<p>Sending emails, assigning tasks, and updating contact information (A)</p> Signup and view all the answers

How can you make a trigger more specific in the workflow builder?

<p>By adding filters (C)</p> Signup and view all the answers

What are the two main sections in the 'Send Email' action of the workflow builder?

<p>'Edit Actions' and 'Statistics' (D)</p> Signup and view all the answers

Which option in the 'Communication management' section allows you to specify the time frame during which the workflows will be sent out?

<p>Time window (D)</p> Signup and view all the answers

What does enabling the 'Mark as Read' feature in the 'Conversation' section do?

<p>Automatically marks all messages as read (B)</p> Signup and view all the answers

Which option in the 'contact management' section allows a single contact to enter the workflow more than once?

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

What happens if a contact responds to a message sent from the workflow when the 'Stop on Response' feature is enabled?

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

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

<p>Automation (B)</p> Signup and view all the answers

What does the 'Drafts' section in the workflow dropdown menu represent?

<p>Workflows that have not been published (B)</p> Signup and view all the answers

What type of workflows are listed under the 'Paused' section?

<p>Workflows that have been paused after starting (D)</p> Signup and view all the answers

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

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

What happens when you select 'Move to Folder' for a workflow?

<p>The workflow is moved to a different folder (D)</p> Signup and view all the answers

What options are available when you click on 'Create Workflow'?

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

What type of workflows are listed under the 'Paused' section?

<p>Workflows that have been put on hold (A)</p> Signup and view all the answers

Which one of these is NOT a type of trigger in the workflow builder?

<p>CRM (B)</p> Signup and view all the answers

Which one of these is a premium feature action in the workflow builder?

<p>Assign Task (A)</p> Signup and view all the answers

What is the purpose of the 'Add filters' button in the workflow builder?

<p>To refine the trigger and make it more specific (C)</p> Signup and view all the answers

What information can you view in the 'Statistics' section of the 'Send Email' action in the workflow builder?

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

Which option in the 'Communication management' section allows you to specify the time frame during which the workflows will be sent out?

<p>Time window (A)</p> Signup and view all the answers

What does enabling the 'Stop on Response' feature in the 'contact management' section do?

<p>Stops the workflow from sending further announcements to a contact if they respond to a message sent from the workflow. (A)</p> Signup and view all the answers

What happens if you toggle on the 'Mark as Read' feature in the 'Conversation' section?

<p>All messages that come in response to the workflow will be automatically marked as read. (C)</p> Signup and view all the answers

What does selecting 'Positive/Yes' in the 'Select operator' field mean in the 'Segment' section of the 'If/else' condition?

<p>The system will interpret only specific words indicating a positive intention as a 'Yes' response. (C)</p> Signup and view all the answers

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