About Campaign Workflows

Overview

A campaign workflow is a predefined, automated series of steps that are triggered when a condition is met. Your supplier provides workflows to support partners in the channel program, for example with appropriately timed emails to leads and contacts. This ensures that the right message is sent to the right person at the right time. This also saves you the time-sensitive and labour-intensive task of tracking email reactions and responding appropriately.

Workflows can be created in two forms: as part of a campaign or as a published workflow that stands alone in its own campaign. Both approaches are configured by the supplier then made available to partners as required.

Each step in a workflow is made up actions, waits, and transitions:

• Actions - activities
• Waits - delays between steps 
• Transition - moves to next steps

A campaign that includes a workflow displays a gear icon:

Action-based Workflows

Action-based workflows are reactive, with each stage being processed according to actions of the target user - for example, send a follow up email depending on whether a user responded to an initial mail. 

For information about using workflows, see Manage Workflows.

Event-based Workflows

Event-based workflows progress in relation to a defined event - for example, send a registration form to contacts for a supplier-hosted event.  Sending out invitations to contacts, reminders to attendees, and feedback emails after the event could also be managed with a workflow.

Related Topics

• Manage Workflows