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?
- What are the numbers at the top, bottom, and in the top right corner of each element in my workflow?
- How do the “Yes/No” connectors work?
- What are actions, conditions, and filters?
- How to work with elements in a workflow?
Actions
You can use actions to make stuff happen without having to do it manually.
- How does a marketing automation message work?
- 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?
- Can I edit a message that I’m using in a workflow? Video
- How to use Send push 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 use the “Landing page visited” condition in a workflow?
- 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?
- What’s covered in the ecommerce and event tracking features?
- How to use the score given 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?
- 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 create events?
- How to use the Tag assigned condition in a workflow?
- How to include abandoned cart items in a message?
- How does the Special occasion condition work?
- How to add the tracking JavaScript code to my website? Video
Filters
Filters allow you to segment and narrow down the groups of contacts that progress through your workflows.
