Update wiki
This commit is contained in:
Dries Augustyns
@@ -9,127 +9,38 @@ icon: GitBranch
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Conditions split workflows into two paths based on contact data.
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```
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[Condition: plan equals "premium"]
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├─ True → [Send: Premium features]
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└─ False → [Send: Upgrade offer]
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[Condition: plan = "premium"?]
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├─ True → [Premium email]
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└─ False → [Upgrade offer]
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```
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Both paths required.
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## Operators
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| Operator | Use | Example |
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|----------|-----|---------|
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| `equals` | Exact match | `plan equals "pro"` |
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| `notEquals` | Not matching | `plan notEquals "free"` |
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| `contains` | Substring | `company contains "tech"` |
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| `greaterThan` | Greater than | `mrr greaterThan 100` |
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| `lessThan` | Less than | `loginCount lessThan 5` |
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| `greaterThanOrEqual` | Greater than or equal | `age greaterThanOrEqual 18` |
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| `lessThanOrEqual` | Less than or equal | `daysInactive lessThanOrEqual 30` |
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| `exists` | Has value | `company exists` |
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| `notExists` | Missing/null | `lastName notExists` |
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| `startsWith` | Prefix | `coupon startsWith "SAVE"` |
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| `endsWith` | Suffix | `email endsWith "@company.com"` |
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| Operator | Example |
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|----------|---------|
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| `equals` | `plan equals "pro"` |
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| `notEquals` | `plan notEquals "free"` |
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| `contains` | `email contains "@company.com"` |
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| `greaterThan` | `mrr greaterThan 100` |
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| `lessThan` | `loginCount lessThan 5` |
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| `exists` | `company exists` |
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| `notExists` | `lastName notExists` |
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**Important:** Numeric operators require field stored as number, not string.
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## Common patterns
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### Filter by plan
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```
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[Condition: plan equals "enterprise"]
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├─ True → [Send: Enterprise onboarding]
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└─ False → [Send: Standard onboarding]
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```
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### Activity check
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```
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[Condition: loginCount greaterThan 10]
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├─ True → [Send: Power user tips]
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└─ False → [Send: Getting started]
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```
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### Nested conditions
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## Nested conditions
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Chain for multi-tier logic:
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```
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[Condition: plan equals "enterprise"]
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├─ True → [Send: Enterprise email]
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└─ False ↓
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[Condition: plan equals "pro"]
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├─ True → [Send: Pro email]
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└─ False → [Send: Free email]
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[Condition: enterprise?]
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├─ True → [Enterprise email]
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└─ False → [Condition: pro?]
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├─ True → [Pro email]
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└─ False → [Free email]
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```
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### Multiple field checks (AND)
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## Tips
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Nest conditions:
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```
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[Condition: plan equals "pro"]
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├─ True ↓
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│ [Condition: trialDaysLeft lessThan 3]
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│ ├─ True → [Send: Trial ending]
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│ └─ False → [Exit]
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└─ False → [Exit]
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```
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Matches: `plan = "pro"` AND `trialDaysLeft < 3`
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## Nested data
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Access with dot notation:
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```json
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{
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"field": "preferences.newsletter",
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"operator": "equals",
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"value": true
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}
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```
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## Best practices
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**Store correct types** — `99` (number) not `"99"` (string) for numeric comparisons.
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**Check existence first** — If field might not exist:
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```
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[Condition: mrr exists]
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├─ True → [Condition: mrr greaterThan 100]
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└─ False → [Exit]
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```
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**Limit nesting** — More than 3 levels gets hard to maintain. Use separate workflows.
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**Test both paths** — Verify true and false outcomes work.
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**Use segments when filtering many** — Segment-based triggers more efficient than in-workflow conditions for large audiences.
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## Common mistakes
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**Case sensitivity** — `equals "Pro"` doesn't match `"pro"`
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**Type mismatch** — `"100" greaterThan 50` fails (string vs number)
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**Missing both paths** — Every condition needs true AND false connections
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## Debugging
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Check contact data first:
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```bash
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curl -X GET {{API_URL}}/contacts/contact_id \
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-H "Authorization: Bearer sk_your_secret_key"
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```
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Verify field names and types match your condition.
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## Next steps
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- [See workflow patterns](/automation-patterns/workflow-patterns)
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- [Build segments](/guides/segments) for trigger filtering
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- Store numbers as numbers, not strings
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- Check field exists before comparing
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- Limit to 3 levels of nesting
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- Test both paths
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@@ -1,53 +0,0 @@
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---
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title: Automation Patterns
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description: Workflow patterns and examples
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icon: Zap
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---
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## Learn workflows
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<Cards>
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<Card icon="Workflow" title="Visual Builder Guide" href="/automation-patterns/visual-builder-guide">
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Use the drag-and-drop workflow editor
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</Card>
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<Card icon="Layers" title="Workflow Patterns" href="/automation-patterns/workflow-patterns">
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Common workflow examples
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</Card>
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</Cards>
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## By use case
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<Cards>
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<Card icon="Users" title="Onboarding" href="/automation-patterns/onboarding-sequences">
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Welcome and activate new users
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</Card>
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<Card icon="Lightbulb" title="Engagement" href="/automation-patterns/engagement-campaigns">
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Drive feature adoption
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</Card>
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<Card icon="RefreshCw" title="Retention" href="/automation-patterns/retention-automation">
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Prevent churn and win back users
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</Card>
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<Card icon="CreditCard" title="Transactional" href="/automation-patterns/transactional-workflows">
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Order confirmations and receipts
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</Card>
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</Cards>
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## Advanced
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<Cards>
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<Card icon="GitBranch" title="Conditional Branching" href="/automation-patterns/conditional-branching">
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If/then logic in workflows
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</Card>
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<Card icon="Database" title="Execution Context" href="/automation-patterns/advanced-execution-context">
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Pass event data through workflows
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</Card>
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<Card icon="Bug" title="Troubleshooting" href="/automation-patterns/troubleshooting-workflows">
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Debug workflow issues
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</Card>
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</Cards>
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@@ -1,15 +1,4 @@
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{
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"title": "Automation Patterns",
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"pages": [
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"index",
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"visual-builder-guide",
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"workflow-patterns",
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"onboarding-sequences",
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"engagement-campaigns",
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"retention-automation",
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"transactional-workflows",
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"conditional-branching",
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"advanced-execution-context",
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"troubleshooting-workflows"
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]
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"title": "Automation",
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"pages": ["visual-builder-guide", "workflow-patterns", "conditional-branching"]
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}
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@@ -1,258 +1,37 @@
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---
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title: Visual Workflow Builder
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title: Visual Builder
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description: Build workflows with drag-and-drop
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icon: Workflow
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---
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## Overview
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The workflow builder is a node-based visual editor for creating email automation. Each node is a step (send email, delay, condition, etc.) and connections define the flow.
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## Canvas controls
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- **-** / **+** - Zoom out/in
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- **Fit** - Center and zoom to show entire workflow
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- **Auto-Layout** - Automatically arrange nodes
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- **Minimap** - Toggle overview map (bottom right)
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- **+/-** — Zoom in/out
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- **Fit** — Center workflow
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- **Auto-Layout** — Arrange nodes
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## Step types
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### Trigger
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The starting point. Every workflow has one trigger.
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**Types:**
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- Event (e.g., `user_signed_up`)
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- Segment entry/exit
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- Schedule (cron)
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Cannot be deleted.
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### Send Email
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Sends an email to the contact.
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**Configuration:**
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- Template (required)
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- Variables (optional overrides)
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Contact must be subscribed for marketing templates. Transactional templates send regardless.
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### Delay
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Pauses execution for a specified time.
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**Configuration:**
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- Duration: Number
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- Unit: Minutes, Hours, or Days
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**Example:** Delay 24 hours before next email.
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### Wait for Event
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Pauses until an event occurs or timeout is reached.
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**Configuration:**
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- Event name
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- Timeout duration (optional)
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**Requires two outgoing connections:**
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- Event triggered path
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- Timeout path
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**Example:**
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```
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[Wait for: purchase_completed, timeout: 48h]
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├─ Purchased → Send thank you
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└─ Timeout → Send discount reminder
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```
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### Condition
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Branches workflow based on contact data.
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**Configuration:**
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- Field to check
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- Operator (equals, contains, greaterThan, etc.)
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- Value to compare
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**Requires two outgoing connections:**
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- True path
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- False path
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**Example:**
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```
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[Condition: plan equals "premium"]
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├─ True → Send premium features
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└─ False → Send upgrade offer
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```
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### Webhook
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Sends HTTP request to external URL.
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**Configuration:**
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- URL
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- Method (GET, POST, PUT, DELETE)
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- Headers (optional)
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- Body (JSON, optional)
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**Example:** Update CRM when workflow completes.
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### Update Contact
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Updates contact data fields.
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**Configuration:**
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- Fields: Key-value pairs
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**Example:**
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```
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Fields:
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onboardingCompleted: true
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lastWorkflowStep: "welcome_series_done"
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```
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### Exit
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Ends workflow execution. Can have multiple exit points for different paths.
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## Building a workflow
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### Add a step
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**Method 1:** Click **+** button below any node
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**Method 2:** Drag step type from sidebar onto canvas
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### Configure a step
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1. Click node to select
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2. Right panel opens
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3. Fill required fields
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4. Save
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### Connect steps
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Connections auto-create when using + button. To manually connect:
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1. Drag from node's bottom handle
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2. Drop on another node's top handle
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### Arrange layout
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Click **Auto-Layout** for automatic top-to-bottom arrangement.
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## Example workflows
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### Linear sequence
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```
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[Trigger: user_signed_up]
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↓
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[Send: Welcome]
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↓
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[Delay: 24h]
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↓
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[Send: Feature tour]
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↓
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[Exit]
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```
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### With condition
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```
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[Trigger: trial_started]
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↓
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[Send: Welcome]
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↓
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[Condition: plan equals "enterprise"]
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├─ True → [Send: Enterprise onboarding]
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└─ False → [Send: Standard onboarding]
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```
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### With event wait
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```
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[Trigger: cart_abandoned]
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↓
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[Delay: 1h]
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↓
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[Send: First reminder]
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↓
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[Wait for: purchase_completed, timeout: 23h]
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├─ Purchased → [Exit]
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└─ Timeout → [Send: Discount offer] → [Exit]
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```
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## Validation
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The builder validates in real-time. Red border = error.
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**Common errors:**
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- "No outgoing connections" → Add connection to next step
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- "Wait for Event requires two paths" → Add event + timeout paths
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- "Condition requires true and false paths" → Add both paths
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- "Template not found" → Select valid template
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## Testing
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### Manual execution
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1. **Workflows** → Your workflow → **Executions**
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2. **Create Execution**
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3. Select test contact
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4. Provide test data (JSON)
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5. **Start**
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Watch execution progress in real-time.
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### Faster testing
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For testing delays:
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- Temporarily change to 5 minutes instead of days
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- Test the flow
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- Change back to real durations
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## Keyboard shortcuts
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| Key | Action |
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|-----|--------|
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| Delete | Delete selected node |
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| Cmd/Ctrl + Z | Undo |
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| Cmd/Ctrl + Shift + Z | Redo |
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| + / - | Zoom |
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| F | Fit to screen |
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| Esc | Deselect |
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## Troubleshooting
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||||
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**Workflow not triggering**
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- Workflow is enabled (toggle ON)
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- Event name matches exactly (case-sensitive)
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- Contact exists and is subscribed
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**Execution stuck**
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||||
- Check delay configuration
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- Verify wait timeout hasn't expired
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- No circular references
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||||
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||||
**Email not sending**
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- Template exists
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- Contact is subscribed
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- Variables in data match template
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## Best practices
|
||||
|
||||
**Keep it simple** - 5-10 steps per workflow. Break complex flows into multiple workflows.
|
||||
|
||||
**Descriptive names** - "Send Welcome Email - Day 0" not "Email 1"
|
||||
|
||||
**Test first** - Always test with a test contact before enabling.
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||||
|
||||
**Space emails** - Minimum 12-24 hours between emails to avoid fatigue.
|
||||
|
||||
## Next steps
|
||||
|
||||
- [Build your first workflow](/tutorials/welcome-series-workflow)
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- [Workflow patterns](/automation-patterns/workflow-patterns)
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||||
- [Conditional branching](/automation-patterns/conditional-branching)
|
||||
| Step | Description |
|
||||
|------|-------------|
|
||||
| **Trigger** | Starting point (event, segment, schedule) |
|
||||
| **Send Email** | Send a template |
|
||||
| **Delay** | Wait minutes, hours, or days |
|
||||
| **Wait for Event** | Pause until event or timeout |
|
||||
| **Condition** | Branch based on contact data |
|
||||
| **Webhook** | Send HTTP request |
|
||||
| **Update Contact** | Modify contact fields |
|
||||
| **Exit** | End workflow |
|
||||
|
||||
## Building
|
||||
|
||||
1. Click step to configure
|
||||
2. Connect steps by dragging
|
||||
3. Conditions require both true/false paths
|
||||
|
||||
## Tips
|
||||
|
||||
- Keep workflows to 5-10 steps
|
||||
- Use descriptive step names
|
||||
- Test with a test contact before enabling
|
||||
- Space emails 12-24 hours apart
|
||||
|
||||
@@ -1,294 +1,49 @@
|
||||
---
|
||||
title: Common Workflow Patterns
|
||||
description: Reusable workflow templates
|
||||
title: Workflow Patterns
|
||||
description: Common workflow templates
|
||||
icon: Layers
|
||||
---
|
||||
|
||||
## Linear sequence
|
||||
|
||||
Send a series of emails with delays between them.
|
||||
|
||||
```
|
||||
[Trigger: event]
|
||||
↓
|
||||
[Send Email 1]
|
||||
↓
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||||
[Delay]
|
||||
↓
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||||
[Send Email 2]
|
||||
↓
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||||
[Delay]
|
||||
↓
|
||||
[Send Email 3]
|
||||
↓
|
||||
[Exit]
|
||||
[Trigger] → [Email] → [Delay] → [Email] → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Onboarding series
|
||||
- Educational drip campaigns
|
||||
- Feature introduction sequences
|
||||
|
||||
**Example timing:**
|
||||
- Day 0: Welcome
|
||||
- Day 1: Getting started guide
|
||||
- Day 3: Tips and tricks
|
||||
- Day 7: Feature deep dive
|
||||
Use for: onboarding, drip campaigns
|
||||
|
||||
## Wait and branch
|
||||
|
||||
Pause for an event, then branch based on outcome.
|
||||
|
||||
```
|
||||
[Trigger: event]
|
||||
↓
|
||||
[Wait for Event: timeout X days]
|
||||
├─ Event occurred → [Send success email] → [Exit]
|
||||
└─ Timeout → [Send reminder email] → [Exit]
|
||||
[Trigger] → [Wait for Event]
|
||||
├─ Event → [Success email] → [Exit]
|
||||
└─ Timeout → [Reminder] → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Trial conversion (waiting for subscription)
|
||||
- Activation campaigns (waiting for key action)
|
||||
- Re-engagement (waiting for login)
|
||||
|
||||
**Example:**
|
||||
```
|
||||
[Trigger: trial_started]
|
||||
↓
|
||||
[Send: Welcome to trial]
|
||||
↓
|
||||
[Wait for: subscription_created, timeout: 7 days]
|
||||
├─ Subscribed → [Send: Thanks for subscribing] → [Exit]
|
||||
└─ Timeout → [Send: Last chance offer] → [Exit]
|
||||
```
|
||||
Use for: trial conversion, activation
|
||||
|
||||
## Conditional branch
|
||||
|
||||
Split workflow based on contact data.
|
||||
|
||||
```
|
||||
[Trigger: event]
|
||||
↓
|
||||
[Condition: check contact field]
|
||||
├─ True → [Send email A] → [Exit]
|
||||
└─ False → [Send email B] → [Exit]
|
||||
[Trigger] → [Condition: plan = premium?]
|
||||
├─ True → [Premium email] → [Exit]
|
||||
└─ False → [Upgrade offer] → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Personalization by plan/tier
|
||||
- Segmented messaging
|
||||
- Feature availability checks
|
||||
Use for: personalization by tier
|
||||
|
||||
**Example:**
|
||||
```
|
||||
[Trigger: signed_up]
|
||||
↓
|
||||
[Condition: plan equals "enterprise"]
|
||||
├─ True → [Send: Enterprise onboarding] → [Exit]
|
||||
└─ False → [Send: Standard onboarding] → [Exit]
|
||||
```
|
||||
|
||||
## Multi-condition cascade
|
||||
|
||||
Chain multiple conditions for complex logic.
|
||||
|
||||
```
|
||||
[Trigger: event]
|
||||
↓
|
||||
[Condition: is premium?]
|
||||
├─ True → [Send: Premium content] → [Exit]
|
||||
└─ False ↓
|
||||
[Condition: trial active?]
|
||||
├─ True → [Send: Trial content] → [Exit]
|
||||
└─ False → [Send: Free content] → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Tiered content delivery
|
||||
- Progressive feature reveals
|
||||
- Access-based messaging
|
||||
|
||||
## Wait chain
|
||||
|
||||
Multiple wait steps with progressive urgency.
|
||||
## Multi-step recovery
|
||||
|
||||
```
|
||||
[Trigger: cart_abandoned]
|
||||
↓
|
||||
[Delay: 1 hour]
|
||||
↓
|
||||
[Send: Gentle reminder]
|
||||
[Send: Reminder]
|
||||
↓
|
||||
[Wait for: purchase, timeout: 23 hours]
|
||||
[Wait for: purchase, timeout: 24h]
|
||||
├─ Purchased → [Exit]
|
||||
└─ Timeout ↓
|
||||
[Send: Discount offer]
|
||||
↓
|
||||
[Wait for: purchase, timeout: 48 hours]
|
||||
├─ Purchased → [Exit]
|
||||
└─ Timeout → [Send: Final reminder] → [Exit]
|
||||
└─ Timeout → [Send: Discount] → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Cart abandonment
|
||||
- Multi-touch re-engagement
|
||||
- Escalating incentives
|
||||
|
||||
## Segment entry drip
|
||||
|
||||
Triggered when contact joins segment.
|
||||
|
||||
```
|
||||
[Trigger: enters "Inactive Users" segment]
|
||||
↓
|
||||
[Send: We miss you]
|
||||
↓
|
||||
[Delay: 3 days]
|
||||
↓
|
||||
[Condition: still in segment?]
|
||||
├─ Yes → [Send: Special offer] → [Exit]
|
||||
└─ No → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Churn prevention
|
||||
- Win-back campaigns
|
||||
- Behavior-based sequences
|
||||
|
||||
**Important:** Segment must have `trackMembership: true` enabled.
|
||||
|
||||
## Schedule with filter
|
||||
|
||||
Runs on schedule, filtered by conditions.
|
||||
|
||||
```
|
||||
[Trigger: daily at 9am]
|
||||
↓
|
||||
[Condition: trial expires in 3 days]
|
||||
├─ True → [Send: Trial expiring] → [Exit]
|
||||
└─ False → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Trial expiration reminders
|
||||
- Subscription renewal notices
|
||||
- Scheduled checks with conditional sends
|
||||
|
||||
## Update and continue
|
||||
|
||||
Modify contact data mid-workflow.
|
||||
|
||||
```
|
||||
[Trigger: signed_up]
|
||||
↓
|
||||
[Send: Welcome]
|
||||
↓
|
||||
[Update Contact: onboardingStep = 1]
|
||||
↓
|
||||
[Delay: 1 day]
|
||||
↓
|
||||
[Send: Getting started]
|
||||
↓
|
||||
[Update Contact: onboardingStep = 2]
|
||||
↓
|
||||
[Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Tracking workflow progress
|
||||
- Triggering other systems via segment changes
|
||||
- Marking completion milestones
|
||||
|
||||
## Webhook integration
|
||||
|
||||
Call external API during workflow.
|
||||
|
||||
```
|
||||
[Trigger: purchase_completed]
|
||||
↓
|
||||
[Send: Order confirmation]
|
||||
↓
|
||||
[Delay: 7 days]
|
||||
↓
|
||||
[Webhook: Create review request in external system]
|
||||
↓
|
||||
[Send: Review request]
|
||||
↓
|
||||
[Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Syncing with CRM
|
||||
- Triggering other automation tools
|
||||
- Logging workflow events
|
||||
|
||||
## Complex multi-path
|
||||
|
||||
Combine patterns for sophisticated flows.
|
||||
|
||||
```
|
||||
[Trigger: trial_started]
|
||||
↓
|
||||
[Send: Welcome]
|
||||
↓
|
||||
[Delay: 1 day]
|
||||
↓
|
||||
[Send: Feature tour]
|
||||
↓
|
||||
[Wait for: feature_used, timeout: 3 days]
|
||||
├─ Used ↓
|
||||
│ [Send: Great job]
|
||||
│ ↓
|
||||
│ [Delay: 3 days]
|
||||
│ ↓
|
||||
│ [Condition: trial ending in 1 day]
|
||||
│ ├─ True → [Send: Upgrade reminder] → [Exit]
|
||||
│ └─ False → [Exit]
|
||||
│
|
||||
└─ Timeout ↓
|
||||
[Send: Help offer]
|
||||
↓
|
||||
[Wait for: feature_used, timeout: 3 days]
|
||||
├─ Used → [Send: Nice work] → [Exit]
|
||||
└─ Timeout → [Update Contact: needs_help = true] → [Exit]
|
||||
```
|
||||
|
||||
**Use for:**
|
||||
- Advanced onboarding
|
||||
- Complex user journeys
|
||||
- Adaptive content delivery
|
||||
|
||||
## Best practices
|
||||
|
||||
**Keep it simple** — Start with 3-5 steps. Add complexity only when needed.
|
||||
|
||||
**Exit explicitly** — Every path should end at an Exit step.
|
||||
|
||||
**Handle both outcomes** — Conditions and waits need success + failure paths.
|
||||
|
||||
**Test incrementally** — Build and test each section before adding more.
|
||||
|
||||
**Use meaningful delays** — Don't spam. Minimum 12-24 hours between emails.
|
||||
|
||||
**Name clearly** — "Send Welcome Email - Day 0" not "Email 1".
|
||||
|
||||
**Monitor drop-off** — Check execution stats to see where contacts exit.
|
||||
|
||||
**Prevent loops** — Never create circular paths. Workflow should always progress forward.
|
||||
|
||||
## Performance tips
|
||||
|
||||
**Batch schedule triggers** — If using schedules, run at off-peak hours to spread load.
|
||||
|
||||
**Limit concurrent waits** — Long waits (weeks/months) keep executions in memory. Use scheduled workflows for very long delays.
|
||||
|
||||
**Avoid deep nesting** — More than 3-4 condition levels becomes hard to maintain.
|
||||
|
||||
**Use segments over conditions** — If filtering many contacts, segment-based triggers are more efficient than in-workflow conditions.
|
||||
|
||||
## Next steps
|
||||
|
||||
- [Build conditional logic](/automation-patterns/conditional-branching)
|
||||
- [Understand execution context](/automation-patterns/advanced-execution-context)
|
||||
- [Troubleshoot workflows](/automation-patterns/troubleshooting-workflows)
|
||||
Use for: cart abandonment, re-engagement
|
||||
|
||||
Reference in New Issue
Block a user