A workflow is how we create automations in JourneyCARE. Any workflow is comprised of 2 pieces... the "trigger" and the "actions". A Trigger is what kicks off the workflow, such as: a form being filled out by a contact a tag being added to a contact a contact clicking on a specific link 'x' days before renewal is due Actions are all of the things that happen after the trigger, such as: an email gets sent to the contact a notification message gets sent to a committee chair the contact starts getting a series of messages When you are looking at a Workflow in JourneyCARE, the trigger(s) are always at the top. A workflow could have multiple triggers which means that when ANY of the triggers happen, the contact is going to drop into that automation.

Basics / Workflow Settings