Workflow Overview

Workflows are replacing the Trigger-Campaign duo in Caffeine.  

Workflows house all the “Rules” of Triggers and their “Action” Effects in a visual road map. 

Workflows all start with a Trigger to get the events started.  These are the same Trigger Rules found in the old Trigger list.

Note: a benefit of the Workflow feature is that you can have multiple triggers fire off the same sequence of events.

Setting Workflow Triggers

• Click the Add New Workflow Trigger in the gray box at the top of the builder.
  
• Choose the Trigger type, and customize any needed filters.
  
• Click Save and the trigger will be added to your workflow.
  

Note: a benefit of the Workflow feature is that you can have multiple triggers fire off the same sequence of events.

• Click the + to add a new event to the workflow. Choose and customize the action in the menu on the right.
  

• Save to confirm the changes.

  
  

  You can also click into an existing event to update it. Be sure to save any changes you make.

You can specify the path based on: 

• Contact details 
  
• Date/time
  
• Contact reply trigger 
  

For example, you may want the workflow to send people from a certain company down one path, and people from another company down another path. You can further customize the if/else conditions to include several filters if you wish.