Workflows
Getting Started with Workflows
What are Workflows? Workflows in Zoho Campaigns are automations that let you engage your contacts through a series of actions based on their behavior, or attributes. Instead of repeating the same tasks from scratch every time, set up your automation ...
Action components in Zoho Campaigns Workflows
Actions are the steps that actually do something to a contact inside a Workflow: send them a message, change their data, pause them for a while, or move them somewhere else. Once a Trigger brings a contact into a Workflow, Actions decide what happens ...
Workflow Templates
Workflow templates in Zoho Campaigns give you ready-made automations for the moments that matter: welcoming a new signup, nudging an abandoned cart, wishing a customer on their birthday. Instead of building a workflow from scratch every time, you ...
Measuring Workflow performance
Once a Workflow is live, you'll want to know whether it's actually doing its job. Are contacts moving through it the way you expected? Are the emails, SMS, and WhatsApp messages inside it landing? Zoho Campaigns gives you a full performance view for ...
Workflow listing and organization
As you build out more automation in Zoho Campaigns, your Workflows list can grow fast. This doc covers everything on the Workflows listing page: how Workflows are displayed, how to search and filter them, and how to keep them organized using folders ...
Create, build, and launch workflows
A workflow is a sequence of triggers, processes, and actions that runs automatically when a contact meets a condition. Overview This doc covers: Creating a workflow from a template or starting from scratch Naming, editing, and applying filters The ...
Workflow triggers in Zoho Campaigns 3.0
A trigger is the starting point of any workflow. It defines the event or condition that causes contacts to enter the workflow, at which point the workflow's process blocks and actions begin running. Without a configured trigger, a workflow can't be ...
Process components in Zoho Campaigns Workflows
Process components are the decision-making building blocks inside a Workflow. While triggers determine who enters a Workflow and actions determine what happens to them, process components control how contacts are routed between those two points. You ...