After the workflow has been saved you are able to Run it.
But before running, you can set additional settings:
Participation Program #
The participation program allows to interconnect an indefinable number of contacts interactively. Consequently, this allows for setting a contact-centered workflow creation. This allows for three different settings for the contacts:
– Allowing the contact to enter a workflow at any time
– The contact may re-interact with the workflow after a certain time
– The contact can interact only once with the workflow
Navigate to the workflow that you would like to apply the participation program, and then to workflow settings and click [Participation Program]:
Choose the necessary type ofconditions to apply.
Workflow’s Exit Point #
It is possible to set up independent exit points to make the workflow to user interaction easier. These exit points will be triggered upon the successful completion of the condition specified and will either stop or continue the initiated action. As you may have noted, this is similar to the switch filter function, but unlike a filter, it does not require any additional argument for initiation. To set up an exit point function, follow these steps:
Navigate to the workflow that you would like to apply the exit to, and then to workflow settings:
Followingly, click on the Exit Criteria and choose the necessary type of exit conditions to apply.
After these optional settings were set, you can now start your Workflow
To start a workflow, choose from the list, the exact workflow that you’d like to see running.
Next, click the “Launch Workflow” button:
Once you’ve clicked on “Launch Workflow”, you’ll find yourself in front of a new window menu, a manager aimed to help you better manage the workflow’s running settings.
The launch settings window contains three sections: the One-off, the repeating, and the real-time launch.
When selecting a launch type, it is essential to consider what type of run you would like to see executed. For example, if you have a one-time email that you’d like to send to all your customers and never send it again, then it is right to say the one-off launch would suit it the best.
On the other hand, if you’d like to set up a repeating task, like a monthly newsletter, a Repeating launch would be the way to go.
Lastly, if you want to execute a workflow in real-time and see data responses and analytics, as the execution progresses, then a real-time launch is what you are looking for.
Now, It is pretty essential to clarify a few details about the execution settings. Each type of launch has a unique configuration manager, yet all share some significant similarities. Most of these options are self-explanatory, yet some need further explanation.
The Test launch is a handy feature that allows for simulated workflow runs to be executed in a way that closely resembles real-world launches. This is incredibly useful during testing, as it allows us to see whether all the integrations are working correctly or not.
