User scenario 1

User scenario 2

Create an activity-based workflow

1. From the Navigation toolbar, select Automation and choose workflows.
   
2. Click on Create Workflow button present at the top-right corner of the screen.
   
3. Click Conditional Workflow, and select click Create under Activity-based.
4. Provide the following information:
   
   • Name for the workflow for your reference in the future.
     
   • Set up criteria defining the conditions with which your contacts should be categorized. You can set up to six criteria and set the criteria pattern as of your choice.
     
     Note: It is not mandatory that you define this criteria as contact activity is the primary trigger for the workflow.
     
   • Select an action to be performed. You can select any number of actions:
     
     • Add contacts to another list: contacts who meet the criteria will be added to another mailing list that you specify. If necessary, you can create a new mailing list.
       
     • Push to Zoho CRM the contacts that meet the criteria. You can either push all contacts to Zoho CRM or update just the existing contacts' Campaigns related information in Zoho CRM. To push contacts, you will have to configure mapping with your Zoho CRM account.
       
     • Update fields of the contacts who meet the criteria. Select the field to be updated and provide a value for the field. You can choose to update any number of fields. In update field you can do one of the following:
       
       • Text fields: Overwrite the existing text value or append text to the existing value.
         
       • Integer fields: Overwrite the existing integer value or add or subtract an integer from existing value.
         
       • Date and time fields: Overwrite the existing date and time with any value or update to the date and time when the action occurs.
         
     • Add contact score to contacts that meet the criteria. Select a score to be added.
       
     • Associate webhook Send details of contacts who meet the workflow criteria using webhooks. Select the webhook you want to associate. If necessary, you can create a new webhook.
       
5. Click Activate Now to enable workflow immediately or click Save as Draft for use in the future.

Activity-based workflows can be activated and invoked from other entities that includes email campaigns and signup forms. Active workflows can only be associated with entities. You can associate a single workflow with any number of entities.

Associating activities

Associate with an email campaign

Associate with a signup form

1. Click Automation Tools and select Push to workflow.
   
2. Click Select Workflow and select the desired activity-based workflow from the dropdown list to associate to the signup form.
   
3. Click Associate.
   

Workflow reports

1. From the Navigation toolbar, choose Automation and select Workflow.
   
2. Select the workflow for which you want to view reports.
   
3. Select the Associated Entities subtab.
   
4. Click the actions to view their reports.