Files
plunk/apps/wiki/content/docs/automation-patterns/visual-builder-guide.mdx
T
2025-12-07 13:36:31 +01:00

38 lines
884 B
Plaintext

---
title: Visual Builder
description: Build workflows with drag-and-drop
icon: Workflow
---
## Canvas controls
- **+/-** — Zoom in/out
- **Fit** — Center workflow
- **Auto-Layout** — Arrange nodes
## Step types
| 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