Executing your workflow correctly is crucial to achieve the desired results. Here’s a step-by-step guide to ensure a successful workflow run.

Pre-Run Settings #

Participation Program: #

Determines how often contacts can engage with a workflow.

• Settings:
  1. Allow the contact to enter the workflow at any time.
  2. Permit the contact to re-engage with the workflow after a specific period.
  3. Restrict the contact to a single interaction with the workflow.
• Steps:
  • Navigate to the desired workflow.
  • Go to the workflow settings and click on [Participation Program].
    
  • Select the preferred conditions.
    

Exit Point: #

Define independent exit points to simplify workflow-user interaction.

Steps:

• Navigate to the desired workflow.
• Access the workflow settings and click on ‘Exit Criteria.
  
• Set the required exit conditions.
  

Launching Your Workflow: #

Starting the Workflow: #

• Select your desired workflow from the list.
• Click the “Launch Workflow” button.
  
• A new ‘Launch Settings’ window will appear to manage run settings.

Launch Types: #

• One-off Launch: Suitable for one-time actions, like sending a unique email to all users.
  
• Repeating Launch: Best for recurring tasks, such as monthly newsletters.
  
• Real-time Launch: Opt for this when you want real-time data responses and analytics as the workflow progresses.
  

Note: Each launch type has a distinct configuration panel but many common features.

Test Launch Feature:

Allows you to simulate a workflow run that mimics a real-world scenario. By utilising this feature you’ll be able to verify if integrations are functioning correctly during testing.

Conclusion: #

Before initiating the workflow run, ensure all the settings align with your goals. Adjust the participation program and exit points as needed, choose the right launch type, and consider a test run if necessary. Proper preparation will lead to a successful workflow execution