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What are automatic workflows, and how can I use them?
What are automatic workflows, and how can I use them?
Anas Bouassami avatar
Written by Anas Bouassami
Updated over a week ago

An automated workflow is a system of automated processes and tasks that enable you to efficiently manage your communications. They allow you to save time, reduce daily admin (like remembering to send that email…), hit customers at the perfect times, and ensure the accuracy of your emails and SMS messaging.

You’ll be able to find your workflows tab at the top of the Marketing Funnels section of your dashboard.

Decide if you’d like to start your workflow from scratch or pick one of the templates we provide. Starting with a template is a great way to get going - we’ve provided tons of ideas for you to start making sales and keeping your contacts engaged.

Pick your trigger: Your email and SMS campaigns can be sent based on a number of ‘triggers’ on your Snipfeed page - pick one to start off your workflow.

Choose an action: Once you’ve picked your trigger, you can then go ahead and specify your Action. How long after your trigger would you like to send your campaign? For example, you might want to send an SMS welcoming someone one hour after they sign up for your mailing list.

Now, choose your action type. Do you want to send an SMS or an email? At this step, you’ll be able to build the communication you’d like to send.

Add other actions (follow the steps above again).

If you have any other questions, please contact our support team at [email protected]

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