Managing Workflows
What is the Contact-based report?
It tracks the number of contacts who have entered, exited, re-enrolled, and achieved the goal within the overall workflow.What is the Message-based report?
The Message-based report provides email performance metrics for contacts who entered the Send Email component within the workflow.What is the Workflow view report?
This report shows the contacts entered, exited, and skipped count in each component.Can you use the library templates in the workflow messages templates?
Yes, you can use the saved templates in the workflow messages, also similar to email campaigns.Why would a workflow be suspended or stopped?
The reasons may include the contact limit being exceeded, which breaches the subscription limit, or it may be due to a downgrade of the subscription because the renewal wasn’t successful.What happens to the workflow when the account downgrades for any reason?
The workflow would stop and can be resumed manually once the account is upgraded.Is there a limit to workflow components?
Generally, there’s no limit, but we recommend keeping the number of components minimal to maintain simplicity and avoid complexity.How many workflows can you create?
You can create multiple workflows; there are no limits for this.What happens if you pause the messages in the workflow?
The contacts will not receive the message and will not move further in the workflow.Can a contact be in two workflows at once?
Yes. Contacts can enter multiple workflows if they meet different trigger conditions.What are different sections in the custom workflow creation page?
Trigger, Process, Actions.How can you specify time periods based on months in a Time-based Conditional Workflow?
Every month from day 1 to day 31; Last day of the month; On the 1st, 2nd, 3rd, 4th, or last week of the month; Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday .How can you specify time periods based on weeks in a Time-based Conditional Workflow?
Once a week; Once in 2 weeks; Once in 3 weeks; Once in 4 weeks; Once in 5 weeks.How can you specify time periods based on days in a Time-based Conditional Workflow?
Once a day; Once in 2 days; Once in 3 days; Once in 4 days.How can you configure a schedule in a Time-based Conditional Workflow?
You can schedule the workflow to run either once at a specific time or periodically based on days, weeks, or months.What actions can you perform using the Time-based Conditional Workflow?
Available Workflow actions include: Push to Custom Function, Remove Contacts from List, Add Contacts to List, Send Email, Push Data to CRM, Update Fields, Add Score, Assign Tags, Remove Tags, and Add Webhook.What actions can you perform using the Instant Conditional Workflow?
Available Workflow actions include: Push to Custom Function, Remove Contacts from List, Add Contacts to List, Send Email, Push Data to CRM, Update Fields, Add Score, Assign Tags, Remove Tags, and Add Webhook.What is an Activity-based Conditional Workflow?
An Activity-based Conditional Workflow is specifically triggered by a contact's direct actions or activity related to sent campaigns or signup forms. Unlike Instant Conditional Workflows or Time-based Conditional Workflows, Activity-based Workflows ...What is a Time-based Conditional Workflow?
A Time-based Conditional Workflow is a type of automated workflow where a series of actions are triggered based on a scheduled me or recurring interval for contacts who meet specific criteria at the configured me.What is an Instant Conditional Workflow?
An Instant Conditional Workflow is a type of automated workflow that executes actions immediately when a predefined set of conditions is met by contacts. It’s called "instant" because there’s no time delay or scheduling involved. Once a contact meets ...What are the types of conditional workflows?
Instant, Time-based, and Activity-based.How do you create a custom workflow?
To create a custom workflow, navigate to Automation > Create Workflows > Custom Workflow.How do you create a workflow?
In the navigation tool bar (left panel), go to Automation > Create Workflows.What is a Workflow Template in Zoho Campaigns?
Workflow templates are pre-designed templates available in the application that consist of a series of steps using components configured in a specific order to achieve the planned outcomes. We offer pre-defined workflow templates tailored to various ...Does editing an active workflow affect the wait time process?
The wait time process that has not yet expired in your workflow is unlikely to be affected by this. Contacts will not enter the path that precedes the wait time component of the workflow if the wait time process has expired or completed.What happens when the components of an active workflow is re-organised while being edited?
If the workflow path is re-organised by moving some components around, some of the old contacts may not move forward and all further actions in the workflow will not be performed on them. User Scenario You have an active workflow that will be ...What happens when the email response component of an active workflow is edited?
If the email response action is edited, both new and old contacts will enter the component if they satisfy the set criteria. User Scenario You have an active workflow that sends an email to the contacts entering the selected list. You've configured ...What happens when the email activity component of an active workflow is edited?
If the email activity component is edited, then only new contacts will enter the component when they satisfy the set criteria. User Scenario You have an active workflow for a list of contacts who've performed some actions on an email campaign sent to ...What happens when a component in an active workflow is moved from one path to another?
If a component is moved from one path to another path of the workflow, all the contacts (new and old) that are already present in the component will move (along with the component) to the new path of the workflow.What happens when a component is deleted from an active workflow?
If a component is deleted from the workflow, some of the old components may become stuck in their last active position in the workflow and fail to proceed to the next components in the workflow. User Scenario You have an active workflow for a list of ...Can we edit an active or live workflow?
Yes. Using Zoho Campaigns, you can edit your active or running workflows. Currently, you can only edit workflow processes and actions. To edit an active workflow: From the Navigation toolbar, select Automation and click Workflows. Select the active ...Can I send the same email recurrently to the same list of contacts using conditional workflows?
No you can't. In conditional workflows, you can send emails only once to your contacts in the selected mailing list, so the same contact will not receive the same email twice. However you can use the cyclic autoresponder as a workaround to send the ...Can contacts re-enroll into your workflow from the selected list?
Yes, you can allow contacts to re-enroll into your active workflows if they meet the required trigger conditions. To re-enroll contacts into your workflow: From the Navigation toolbar, select Automation and click Workflows. Select the active workflow ...Can contacts re-enroll into your workflow from the selected segment?
Yes, you can allow contacts to re-enroll into your active workflows if they meet the required trigger conditions. To re-enroll contacts into your workflow from a selected segment: From the Navigation toolbar, select Automation. Select the active ...Can you allow contacts to enter a workflow before the selected date?
Yes. Drag and drop the date-field trigger to the canvas and click Select Date. Choose to use a custom date or a specific date. Specify the time contacts can enter the workflow. You can enable the Allow contacts to enter before selected date button ...Who does a closed group autoresponder trigger for?
The series will be sent to contacts who have been added to the list before the date and time you've scheduled.How do I manage multiple message versions?
After you have created a new version, it will be listed under your existing version. Click Show more to view all of your versions. You can activate any one of them by clicking the Activate option next to the message content. Activating one of the ...What will happen if I apply criteria and filter the contacts?
You can apply criteria and filter contacts for a message. Only those contacts who match the criteria will receive that particular message and the series thereafter. This criteria can be based either on the contact information or on the contact ...Can I send messages to contacts who have missed those messages?
You can send any message to contacts who exist in your mailing list but haven't received the message. To send a message: Navigate to the message you want to send. Click the Settings icon. Select the Send to Missed Contacts option. Schedule the date ...I am not able to delete my workflow. Why?
In Zoho Campaigns, you must first freeze the workflow, then shut it down and finally delete it. Follow the steps below to delete a workflow: 1. From the Navigation toolbar, select Automation and choose Workflows. 2. Hover over the workflow you want ...Next page
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