Glossary
Workflow
A workflow is a defined sequence of steps and automated actions that execute when specific conditions are met. In marketing and sales, workflows automate repetitive processes to ensure consistency and save time.
Workflow Components
- Trigger: What starts the workflow (form submission, tag added, date reached)
- Conditions: Logic that determines the path (if/then/else)
- Actions: What happens at each step (send email, wait, update field, notify team)
- Timing: Delays between actions (wait 2 days, wait until Tuesday at 10am)
Common Workflows
- New lead follow-up sequence
- Onboarding series for new members
- Birthday and anniversary campaigns
- Renewal reminder sequence
- Win-back campaign for lapsed members
- Review request after positive interaction
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