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?