Workflows Overview
What is it?
A workflow is a way to tell the SmashFlyX system - if this happens, then do that. Eg, for every new contact that joins your talent community, you’d want to send an email telling them about how your work culture is. You may want to tailor the message to the contact’s area of interest.
The Workflows feature gives your Admin the ability to set this up as a rule, which is acted on automatically by the SmashFlyX system every time a new contact joins your Talent Network.
A workflow has 3 main elements :
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Trigger : The ‘When this happens’ of the rule. Once this condition is met, the workflow kicks in. Eg, Contact Added To Talent Network
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Action : The ‘then do that’ of the rule. Eg, send an email to the contact. Multiple actions can be set up for the same trigger.
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Filter : The ‘act if’ of the rule. Use one or a combination of filters, to run the action on a subset of the trigger audience.
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How to get Workflows?
Workflows is available under Tools > Workflows. If you do not see it, our system admin may need to set the permission.
What's included in it?
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Phase1 :
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Triggers
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Contact Added (to talent network)
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Contact Field changed (eg, Area of Interest changed from Sales to Operations)
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Contact Completed Talent Network Form (eg, filled out a landing page form)
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Actions
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Send Email
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Send SMS
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Change Contact Field
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Filters
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Contact Field. Eg, Send the Engineering email if Area of Interest is Engineering
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Using Workflows
Creating a Workflow:
Under Tools > Workflows, click Create Workflow
Give the workflow a name and description
Check Select Start Date & End Date if you wish to run the workflow for a specific time range.
Pro Tip : useful when setting up a workflow to nurture contacts who filled out a landing page form to sign up for an event. Left unchecked, this workflow runs forever, and whenever the trigger condition is met
Click Create
Click Add Trigger
Select a trigger. For ours we selected Contact Added. This will take you to the trigger configuration
Click Add Action
Select an action. For ours we will select Add Contact to Folder
Configure the action. For our case, we select when to execute and the name of the folder.
Select Add Action and it will appear in your workflow. Our workflow is when a contact is added, the contact will be added to the specified folder 1 hour later.
Managing Workflows:

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Click the Carrot dropdown to get a snapshot of a workflow’s configuration
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Use the Configure column to go into edit mode, delete a workflow, or activate/pause it
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The ‘TRIGGERED’ column shows how many times the workflow has run so far