Creating workflows
The procedure describes the creation of a simple workflow.
Requirements
- You must be granted user permissions which allow access to the Automation module.
- If a workflow uses nodes that rely on customer activity on the website (for example
page.visit
,product.buy
, and so on), you must implement a tracking code into the website. - If the workflow uses nodes that rely on sending emails, text messages, pushes or web pushes, the respective accounts for sending these must be configured in the Synerise system.
Basic information
- Workflow and path are terms you can encounter in the documentation on Automation. Both are used in the context of a single customer.
- A workflow is the whole automation process that consists of nodes connected in a specific order.
- A path is the progression from the starting point to other steps. Each time a customer performs an action that triggers a workflow when the workflow is already triggered, the system records it as a path of that particular workflow. If a customer finishes one path within a workflow (which means, they go from the initial to the final node in the workflow), the workflow can be restarted if triggered again.
- A node is one of the elements a workflow is built with. It can be a condition such as the Profile Filter, an action such as the Send Email, and so on.
- A workflow is linear and it always moves in one direction.
- Action nodes are processed on the basis of a fire and forget method. It means that in a situation where the process consists of a trigger, condition, action (for example, Send Email), and a finilizing End node, the workflow is finished when email sending is launched. The completion of the workflow isn’t conditioned upon the completion of sending emails.
Creating a standard workflow

- Go to
Automation > Workflows > New workflow.
- On the dashboard, click the
icon.
- On the Triggers pop-up, double-click any trigger node.
Result: The chosen node appears on the automation process dashboard. - To edit the settings of the node click the
icon.
Result: A pop-up is shown. - On the pop-up, define the settings of the trigger.
- To inform other users about the purpose of the node, you can write a short description. In the header of the pop-up, click the pencil icon and enter the text.
- Confirm the settings by clicking Apply.
- To select the further elements of the workflow, click the plus button on the trigger node. You have three types of nodes to choose from:
- Flow - Settings that concern the connections between the nodes.
- Conditions - Nodes in the workflow that allow you to narrow the group of customers the workflow is directed to.
- Actions - Nodes which define the kind of action to be executed as a response to the fulfilled conditions.
- When you choose the next node, adjust its settings by clicking the pencil icon.
- Place at least one End node in the workflow. Otherwise, you won’t be able to save it.
- Define a limit on the number of workflows that a customer can launch within a specific time range, by clicking Set capping in the upper-right corner.
- In the Limit field, enter the number of times the automation process can be triggered.
- In the Time field, enter the number.
- From the dropdown list, select the time unit.
- Confirm the settings by clicking Apply.
- Saving the automation:
- If you want to save it as a draft, click Save.
- If you want to save and activate it, click Save & Run.
Important: If your automation includes any communication nodes (send email/SMS/mobile push/webpush), a communication is created for each node. The communication is named after the template that was used and the author is
Automation
. The UUID of the communication is available in the details of the node.
DO NOT remove communications created for nodes. Removing such a communication breaks the node.