Getting around Workflow is easy to do, but sometimes we forget the basics. This guide will help you get to grips with your Dashboard, the main Workflow Editor screen, and the buttons and functions inside Workflow.
Once you are signed in to your Single Sign On (SSO), select your Workflow instance.
Once you are in your instance you will see the above dashboard.
This is where you can create and edit Workflows, see your Workflow history, sort your Workflows into folders, and see what stage your Workflows are in.
1. Your current instance name is displayed here. Clicking the drop down arrow will allow you to access your Instance Settings, User Settings and the ability to Log Out.
2. The Help icon will take you to the CommuniGator Help Site.
3. The statement in blue lets you know how many Workflows you have licensed. Once you have reached your license limit, please contact your Account Manager to discuss extending your limit.
4. The Workflow states are displayed here. Your Workflow can be Live, in Test, in Design, Complete, or Queued. The number of Workflows in each state are displayed.
5. Here you can Create a Workflow, Copy a Workflow, or Copy from a Template.
6. Checking this tick box allows you to filter by folder. A blue folder icon will appear next to the checkbox displaying your folder options. This is useful if you know which folder a Workflow could be in. You are also presented with the option to create and move folders.
7. Type the name of the Workflow you are searching for in this search bar.
8. The names of your Workflows are displayed here.
9. The date your Workflow is created is displayed here.
10. This shows the state your Workflow is in. Blue is Designed, Green is Live, and Orange is Test.
11. Here you can select the drop down to analyse your results or delete the workflow.
12. This displays the number of pages in your Dashboard. You can also refresh the current page by selecting the arrow icon.
The Workflow design page starts as a blank grey canvas. Onto this you would drag stages to send people through your Workflow.
When designing your Workflow we recommend you keep the canvas neat, with arrows visible and blocks evenly spaced. This prevents the page from being cluttered and hard to navigate.
1. The name of your Workflow and its current state is displayed here. Currently this Workflow is called "TTest" and is in the "Design" stage.
2. Workflow settings are shown here. This will be explained in the next section of this article.
3. These are your Workflow Stages. They all contain blocks which pertain to the stage name. For example, the Audience Stage contains a Group Entry block which allows you to start your Workflow with a Group.
4. This is the design canvas. Here you place blocks to navigate people through a Workflow. The design canvas is a large working space, enabling you to create complicated Workflows if you wish.
Complete Workflow Example
Here is an example of a Workflow design.
It starts with a Group Entry who become the Workflow members, which are sent an email campaign. They then wait for a day and are sent a different email campaign. If they open the email they exit the Workflow, but if they don't open the email they are added to a "Not Opened" group then exit.
Group Enters -> Sent Email Campaign 1 -> Wait for a day -> Sent Email Campaign 2 -> "If they OPEN the email they EXIT" -> "If they DON'T OPEN the email they ENTER GROUP" -> Exit.