An automation workflow in SaaSBuilder is a sequence of steps that are executed whenever a certain event occurs inside your application. Such a workflow can be created by an end-user via the SaaSBuilder dashboard (no development required).
Some typical use cases of workflows in SaaSBuilder are:
We will show how you can create a workflow for your application.
When you select “Builders > Automation” in your SaaSBuilder dashboard, you get an overview of all existing workflows (initially empty of course). From the same page, you can also create a new workflow by clicking the “Add Workflow” card:
After you pressed “Add Workflow”, you start with an empty (not active) workflow:
We will now configure a simple workflow where we’ll welcome website subscribers with an email.
Let’s get started:
Give your workflow a name in the input box at the top (see 1 in the screenshot above), for instance ‘Welcome Subscribers’ and supply some extra information (see 2).
Specify a trigger by clicking on the plus sign just below ‘Triggers’ (see 3): your workflow will be triggered automatically whenever this event occurs. For our example, we selected the trigger “Tag added to contact”. On the right side, you can specify the specific tag: we select ‘web-subscriber’ (because we use this tag whenever a new contact is coming in via our marketing website: see the documentation about WordPress forms)
At this stage we have the following minimal workflow:
Now we’ll start to add actions to the action flow: press the plus button just below ‘Action flow’ to add the first action (see 4). Now select the “Send email” action. On the right side you can configure the details for the mail to be sent.
Let’s configure the email:
At this stage, we configured a trigger and a first action (sending out an email), so we already have a functioning workflow. When we activate the workflow (by clicking on “Not active’: this will toggle to ‘Active’), then the email will be sent whenever the tag ‘web-subscriber’ is added to a new or existing contact.
Let’s extend the workflow we created in the previous section so that: 1 week later we’ll send the same contact a reminder about our product/service.
So first we need to pause the workflow for 1 week. Simply press the plus sign at the bottom of our action flow again and select the ‘Wait’ action:
On the right side, you can set the details of the Wait action: configure 7 days.
Finally, add the second email action by pressing the plus sign again, and select ‘Send email’.
Fill in all the details for the second email.
In SaaSBuilder you can easily create workflows that automate certain tasks without having to write code. A workflow has always 1 or more triggers and then a sequence of actions that will be executed in that order.
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