Workflow Editor Basics

April 21, 2020 00:29

Basics of ActiveDEMAND: Editing Workflows

Overview (Video)

This video covers the basics of list building within ActiveDEMAND. You will learn:

Starting steps
Query context
Decision steps
Action steps
Linking Emails

The Details

Starting Steps

The starting step object is a trigger event that instantiates a workflow. The starting step always has a star in the header of the object:

There can only be one starting step in a workflow. The starting step cannot be deleted. Each starting step is a decision object (see below) and it has only one wire that leaves the object. The wire is green indicating the trigger occurred.

Starting steps cannot have incoming wires.

Decisions

Decisions are objects that have one incoming wire and two outgoing wires. The decision object queries the contact currently being processed. If the query is true,

the path along the green wire leaving the decision object is followed. If the query is false

The path along the red wire leaving the decision object is followed. Clicking on the wire will give you the option to delete the wire or change the path state true/false

Clicking the wire will allow you to edit the decision path:

Actions

Actions are objects that take a specific action at the time the step is reached. An action object can only have one incoming wire and one outgoing wire. The outgoing wire for actions is Green.