Workflows Overview
A workflow is how you create automations in JourneyCARE. Every workflow has two pieces: a trigger and actions.
Triggers
A trigger is what starts the workflow. Examples include:
A form being filled out by a contact
A tag being added to a contact
A contact clicking on a specific link
A set number of days before renewal is due
Triggers always appear at the top of a workflow. A workflow can have multiple triggers. When any of those triggers happen, the contact enters the automation.
To add a trigger, click the box at the top of the workflow that says Add New Trigger. A panel opens on the right with the available triggers.
Actions
Actions are what happen after the trigger. Examples include:
An email is sent to the contact
A notification message is sent to a committee chair
The contact starts receiving a series of messages
To add an action, click a + in the workflow. The action picker supports search and category filters.
For the available trigger choices, see Workflow triggers. For the available action choices, see Workflow actions.
How a workflow runs
Steps run from top to bottom and move quickly unless a Wait Step pauses the contact for a period of time.
Canvas edits save automatically to the workflow draft when Auto Save is on. Auto Save does not make changes live: configuration changes inside an action or trigger modal are saved when you click Save or Apply in that modal, and the workflow runs only after you Publish it. Each editing session creates entries in Version History, and Save Version creates a named checkpoint.
Turn Auto Save on from Automations > Global Workflow Settings or from the onboarding pop-up in the workflow builder. When several people or tabs edit the same workflow, the most recent auto-save becomes the current draft, so keep a single editor for critical changes and refresh after returning to an idle session.
Draft prevents the workflow from triggering and taking real actions. Published enables the workflow to run for contacts that meet its trigger criteria.