• Automation Process Dashboard
• Workflow Analytics
• Workflow | Advanced configurations
• Workflow | Examples and use cases
• Workflow | First steps
• Workflow | Workflow Generator
• Workflow | Workflow Library
• Analytics of emails and sms messages in Workflow

Workflow elements

Events

• Workflow Event: Contact added to system
• Workflow Event: Basic information added to existing Contact Card
• Workflow Event: Basic information modified on Contact Card
• Workflow Event: Tag assigned to Contact
• Workflow Event: Tag scoring reached or exceeded
• Workflow Event: Standard detail added to Contact
• Workflow Event: Standard detail modified for Contact
• Workflow Event: Dictionary detail added to Contact
• Workflow Event: Date from dictionary detail is approaching/approached
• Workflow Event: Contact provided postal code starting with
• Workflow Event: Contact scoring changed to
• Workflow | Event: Contact scoring changed to more than
• Workflow Event: External Event assigned to Contact
• Workflow Event: External Event modified for Contact
• Workflow Event: Key Information provided by Contact
• Workflow Event: Preference for Channels & Frequency indicated by Contact
• Workflow Event: Custom consent assigned to Contact
• Workflow Event: Any email opened by Contact
• Workflow Event: Specific email opened by Contact
• Workflow Event: Link in email clicked by Contact
• Workflow Event: Birthday email sent to Contact
• Workflow Event: Email Marketing consent status changed to opt-in
• Workflow Event: Email Marketing consent status changed to opt-out
• Workflow Event: Text message delivered to Contact
• Workflow Event: Mobile Marketing status changed to opt-in
• Workflow Event: Mobile Marketing status changed to opt-out
• Workflow Event: URL was visited
• Workflow Event: Website visited after searching for phrase
• Workflow Event: Website visited from specific source
• Workflow Event: Any Personalized Banner variant clicked by Contact
• Workflow Event: Specific Personalized Banner variant clicked by Contact
• Workflow Event: Contact added to stage in funnel
• Workflow Event: Contact newly added to RFM report
• Workflow Event: Loyalty Program points scored by Contact
• Workflow Event: Contact changed Loyalty Program tiers
• Workflow Event: Owner changed for Contact
• Workflow Event: Note added to Contact
• Workflow Event: Task on Contact Card completed
• Workflow Event: Product added to Product Collection
• Workflow Event: Product is back in stock
• Workflow Event: Product price dropped

Conditions

• Workflow Condition: Contact has tag
• Workflow Condition: Tag scoring equals or exceeds
• Workflow Condition: Contact has standard detail
• Workflow Condition: Contact has dictionary detail
• Workflow Condition: Date from dictionary detail
• Workflow Condition: Contact scoring equals
• Workflow Condition: Contact scoring is more than
• Workflow Condition: Contact has External Event
• Workflow Condition: Contact has custom consent with specific status
• Workflow Condition: Contact has email address at specific domain
• Workflow Condition: Contact opened email
• Workflow Condition: Contact clicked on link in email
• Workflow Condition: Contact received a number of emails
• Workflow Condition: Contact has opt-in status for Email Marketing
• Workflow Condition: Contact has opt-out status for Email Marketing
• Workflow Condition: Email sent to Contact
• Workflow Condition: Contact received text message
• Workflow Condition: Mobile app user is in dynamic segment
• Workflow Condition: Contact visited any monitored website
• Workflow Condition: Contact visited URL
• Workflow Condition: Contact visited website after searching for phrase
• Workflow Condition: Contact visited website from specific source
• Workflow Condition: Contact is at stage in funnel
• Workflow Condition: Contact is in specific RFM segment
• Workflow Condition: Prediction of churn occurrence
• Workflow Condition: Prediction of purchase occurrence
• Workflow Condition: Contact has a number of Loyalty Program points
• Workflow Condition: Contact is in specific Loyalty Program tier
• Workflow Condition: Contact has Key Information
• Workflow Condition: Contact has specific preferences for Channels & Frequency
• Workflow Condition: Contact has specific owner
• Workflow Condition: Contact has main owner from user group
• Workflow Condition: Contact has note

Actions

• Workflow Action: Set Contact scoring
• Workflow Action: Increase/Decrease Contact scoring
• Workflow Action: Add tag to Contact
• Workflow Action: Remove tag from Contact
• Workflow Action: Add/change standard detail
• Workflow Action: Add/change dictionary detail
• Workflow Action: Increase/decrease tag scoring
• Workflow Action: Change custom consent status
• Workflow Action: Send email to Contact
• Workflow Action: Change Email Marketing status to opt-in
• Workflow Action: Change Email Marketing consent status to opt-out
• Workflow Action: Send text message to Contact
• Workflow Action: Send WhatsApp invitation
• Workflow Action: Send Mobile Push notification
• Workflow Action: Change Mobile Marketing consent status to opt-in
• Workflow Action: Change Mobile Marketing consent status to opt-out
• Workflow Action: Display/hide Personalized Banner
• Workflow Action: Run Website Automation Rule
• Workflow Action: Add Contact to specific stage in funnel
• Workflow Action: Remove Contact from funnel
• Workflow Action: Add/Remove Contact in ad audience
• Workflow Action: Send Web Push notification
• Workflow Action: Run Automation Rule
• Workflow Action: Add/Remove Loyalty Program points
• Workflow Action: Send email alert to SALESmanago user
• Workflow Action: Send Contact data to Zapier
• Workflow Action: Assign owner
• Workflow Action: Assign random owner from user group
• Workflow Action: Add note on Contact Card
• Workflow Action: Add task on Contact Card
• Workflow Action: Generate coupon for Contact