Workflows Overview

A campaign workflow is a predefined, automated series of steps that are triggered when a condition is met. You can use workflows to support any aspect of your channel program, for example with appropriately timed emails to leads and contacts. This ensures that the right message is sent to the right person at the right time.

A workflow is made up of actions, waits, and transitions:

• Actions are what happens at a workflow step - for example, send an email.
• A Wait is a pre-set delay between the time an action is detected and the time the next workflow step is triggered. A wait can be an important contributor in giving the recipient the perception of a personal touch rather than an instantaneous but automated response.
• A Transition moves the workflow to the next step when the workflow activities are complete.

Workflows are set up by an administrator. They can either be created as part of a specific campaign or they can be standalone - for example with basic or default steps - that can be attached to any campaign. In either case, you must publish the workflow before your partners can use it.

Workflows use the operating system time to pace communication and require no intervention after configuration.

For information about creating and managing workflows, see Manage Workflows.

Action-based Workflows

Action-based workflows are reactive, with each stage being processed according to actions of the target user - for example, send a follow up email depending on whether a user responded to an initial mail. 

 

Event-based Workflows

Event-based workflows progress in relation to a defined event - for example, send a registration form to contacts for a supplier-hosted event.  Sending out invitations to contacts, reminders to attendees, and feedback emails after the event could also be managed with a workflow.

You can create different workflows for different uses in Unifyr One Admin:

• Campaign-specific workflow - create the workflow and add it to the campaign for which it applies.

  For example, you could create a workflow that automates the sending of Thank you for Attending and Sorry We Missed You follow up emails after a supplier-hosted event.

• Generic campaign workflow with basic or default/standard steps - create the workflow as a standalone activity and add it to any campaign as required. 

• Internal workflow for use in Unifyr One Admin - create the workflow as a standalone activity.

  For example, you could create a workflow that handles the steps in your lead/deal management process - sending lead update request emails, kicking off the Deal Status workflow, etc.

 

 Training

Learn more with our training course:

• Partner Marketing - Campaign Workflows

You will be prompted to log into your CustomerONE account to access the link.

Related Topics

• Manage Workflows