Workflow Builder

Workflow Builder - If/Else Conditional Event
TABLE OF CONTENTS When using Includes/ Does Not Include as a condition: Creating an And condition: Creating an Or Condition If/ Else Branches ...
Tue, 7 Mar, 2023 at 10:43 AM
Workflow Builder - Wait Event
The wait event is a special type of workflow action that allows you to pause the contact at a specific step in your workflow until some desired condit...
Tue, 13 Sep, 2022 at 9:58 AM
Facebook Conversion API Workflow Trigger Not working?
Please make sure that you are not using the test workflow button when testing the Facebook Conversion API in Workflow. Always save and publish and use o...
Fri, 4 Jun, 2021 at 8:28 AM
Contact Changed Workflow Trigger
The Contact Changed Workflow Trigger in Workflows allows you to automate actions when changes are made to a Contact Record such as: Tags being added or re...
Sat, 27 Apr, 2024 at 1:32 AM
How to Create a Birthday Reminder Workflow?
Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches...
Fri, 22 Sep, 2023 at 2:50 PM
Using The Go-To Event In Workflows
The Go-To event allows you to jump contacts from one event to another in Workflows. To use a Go-To step, simply add a Go-To event and then draw a line ...
Mon, 6 Sep, 2021 at 9:46 AM
Set Event Start Date event in Workflows
More Tutorials from the Community Use this event to set the ...
Wed, 7 Feb, 2024 at 10:11 AM
Set Event Start Date Action In Workflows
In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within...
Wed, 29 Nov, 2023 at 7:49 AM
How To Use Stripe One Time Charge In Workflows
Fri, 19 Nov, 2021 at 11:25 AM
How to get Conversion List for Google Ads in Trigger/Workflows
In your Google Ads Account, go to Tools and Settings.  Click Conversions in Tools and Settings Next click the ADD CONVERSION ACTION ...
Tue, 1 Feb, 2022 at 1:26 PM