Infinite Canvas layout
Use the "Fit to Screen" and "Zoom In/Zoom Out" buttons in the bottom left of the screen to control the view area. The Minimap in the bottom right shows the current position.
Add New Trigger
Click on "Add New Trigger" button to open the Workflow Triggers list
Select a Trigger from the list and configure
Add New Action
Click on "+" button to open the Workflow Actions list
Select an Action from the list and configure
Stats View
Turn on the "Stats View" in the top left to view Email and SMS stats in the builder
Open detailed statistics model by clicking on any of the stats data
Test Workflow
Click on the "Test Workflow" button in the top right
Select a contact and click on "Run Test" to start testing the workflow
Save Workflow
Click the "Save" button in the top right which indicates unsaved changes.
Version History
View history of changes made by clicking on the history icon in the top right
Choose the version you'd like to restore from the history list and it should load that version of the workflow. Once done, hit Save and Publish
Draft/Publish
Publish workflow or switch back to Draft by switching the toggle on the top right
FAQs
1. What happens to contacts in my workflow if I set it to draft? Will they stay in the same step when I resume later?
If the contact is waiting on any off the waiting steps (wait, manual call, manual sms etc), they would be on the same step. when the workflow is resumed.
