Workflows

What steps can I add to a Workflow?

There are four step types available when building a Workflow:

  • Send Postcard: Sends a selected and customized postcard to contacts when they reach this point.
  • Wait: Pauses each contact for a set number of days, weeks, or months.
  • Wait Until Date: Holds each contact until a specific calendar date or a date saved in that contact's record.
  • Repeat Workflow: Returns contacts to the beginning so the mailing sequence can run again.

The steps appear in the order they will happen. You can arrange them to create a short follow-up sequence, a long-term campaign, or a mailing that continues repeating.

For more on the two timing steps, see How do Wait and Wait Until Date work?

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