Login

Omnichannel

Security and Compliance

Introduction to Workflows

A workflow is an automated message or series of messages sent based on set up conditions with a particular marketing purpose.

You can use workflows to segment your audience and send different campaign types, such as welcome series, birthday congrats, order confirmation, subscription changes, reactivation, etc.

There are 3 types of workflows:

In Yespo, we use a drag-and-drop builder to create workflows. It is a constructor that uses blocks — the tasks and conditions that you can add to a workflow.

Workflow builder

Workflow Blocks

Workflow blocks are divided into the following groups:

Group Block
Popular — common blocks.
  • End
  • Timer
  • Task
  • Condition
  • Check point
Message — send one message to one contact.
  • Email
  • SMS
  • Viber
  • Web Push
  • Mobile Push
  • App Inbox
Contact — remove/add a contact to segments or update custom contact fields.
  • Update custom fields
  • Add to segment
  • Remove from segment
Conditions — check a contact's compliance with a certain condition, split the workflow into two paths (Yes/No), and run one of them depending on the answer.
  • Condition
  • Split
  • Sent?
  • Delivered?
  • Opened?
  • Clicked?
  • Included in Segment?
  • Current day/time
Other — multifunctional group.
  • End
  • Task
  • Webhook
  • Sprayer
  • Check point
Message to segment — send one message to a segment.
  • Email
  • SMS
  • Viber
  • Web Push
  • Mobile Push
  • App Inbox
Time — delay the execution of actions or execute actions at a specified time.
  • Timer
  • Start on date

And Start block — not included in any group. It automatically appears in a new workflow by default.

Allowed Send Time Settings

Allowed time settings can increase the likelihood of a quick response to the campaign and communicate with subscribers at the most convenient time for them. 

Workflow Examples

This section contains instructions for setting up the most common automatic workflows: subscription confirmation, welcome series, abandoned carts and views, etc. Read more >

Any Questions?
We’re always happy to help!
Discount services
Schedule a Call
Fill in the form, and our specialists will call you back as soon as possible.
Discount services
Chat Support
We’re waiting for your questions!
Discount services
Email
Contact the support team