Working with elements
Elements are the building blocks for your workflows. Learn how they work to use them effectively.
Jump to:
- Some elements in my workflow are grayed out, why?
- Can I run specific actions and conditions multiple times?
- How do the “Yes/No” connectors work?
- What are actions, conditions, and filters?
- How to work with elements in a workflow?
- What are the numbers at the top, bottom, and in the top right corner of each element in my workflow?
Actions
You can use actions to make stuff happen without having to do it manually.
- How to use Send push notification action?
- How to use the Wait action?
- How to use the Score action?
- How to use tags to see who started or finished my workflows?
- How to use the Tag action in a workflow?
- How to remove contacts as a result of workflow?
- How to move or copy contacts between workflows?
- Can I move my contacts from one list to another as a result of a marketing automation workflow?
- How to copy contacts to another list in marketing automation?
- How to use custom fields in marketing automation?
- How to use Send mobile notification action?
Conditions
You can use conditions to check if something happened over the course of your workflow.
- How to use the “Enrolled in a course” condition in a workflow?
- How to use the “Lesson started or completed” condition in a workflow?
- How to use the “Course started or completed” condition in a workflow?
- How to create events?
- How to use time settings in condition properties?
- How does Billing status changed condition work?
- How to use the “Event” condition in my workflows?
- How to set properties for the URL visited condition?
- How to set properties for the Abandoned cart condition?
- How to set properties for the Purchase condition?
- How to add the tracking JavaScript code to my website? Video
- What’s covered in the ecommerce and event tracking features?
- How to use the score given condition in a workflow?
- How to use the “Landing page visited” condition in a workflow?
- How does the Consent status updated condition work?
- Can I add to a workflow contacts who were copied or moved to a different list?
- How does the Message sent condition work? Video
- How does the Custom field changed condition work?
- How does the Special occasion condition work?
- Why can I see only selected messages in “Message opened?” and “Link clicked?” conditions?
- How to track message opens?
- How does the Link clicked condition work?
- What subscription settings can I include in a workflow?
- How to use the Tag assigned condition in a workflow?
Filters
Filters allow you to segment and narrow down the groups of contacts that progress through your workflows.
