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Create, Edit and Activate a Workflow
Create, Edit and Activate a Workflow

This article gives an insight on how to create, edit and activate a workflow from within the workflow builder.

Support Team - Swipe One avatar
Written by Support Team - Swipe One
Updated over 3 weeks ago

Use Case: The use-case presented in this document is to create a workflow to send marketing email when a customer from the "VIP Customer" segment places an order of value greater than $100.


​​Create a Workflow

  1. Navigate to the Workflows section from the dashboard.

  2. Click Create New Workflow, provide a workflow name and click on Next

  3. Drag the Trigger node (Enters a Segment) onto the canvas from the side panel.

  4. Choose the VIP Customers Segment from the dropdown list.

  5. Click Save to set the trigger.

  6. Drag the Condition node onto the canvas and connect it to the Trigger node using an arrow.

  7. Configure the condition:

    • Select Average Order Value as the contact property.

    • Set the condition to greater than $100.

  8. The workflow will now branch into Yes and No paths.

  9. Drag the Action node (Marketing Email) onto the canvas

  10. Connect the node to the Yes path of the Condition node.

  11. Drag the End Workflow node onto the canvas.

  12. Connect it to the Action node to mark the completion of the workflow.

Activate the Workflow

  1. Double-check all nodes to ensure the workflow logic is correct:

  2. Click on the small toggle icon on the right corner of the page next to activate the workflow.

  3. Your Workflow is now Active

  4. Exit the Workflow builder to see the active workflow on the Workflow list page

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