Build a workflow
Pick what starts a workflow, add steps on the board, set each one up, save and turn it on.
The builder is a board with dots. The start of the workflow sits at the top and each step flows down from it.
Steps
- Go to Marketing → Workflows and tap New workflow. To change one you have, tap it in the list.
- Tap the top card, Starts when, and pick what starts it. Fill in its details, like which form or which tag, then tap Done.
- Tap a + to add a step. Pick one, like Send text, Wait or If / else.
- Set the step up in the panel that opens. In a text or email, tap Insert a customer detail to add things like their first name or your booking link.
- Tap Done. Add more steps with the + between or after them.
- Tap Save.
- Turn the switch next to Save to On.
An If / else step splits the board into a Yes and a No path. Each path gets its own steps.
To move around, drag the board. Pinch, or hold Ctrl or ⌘ and scroll, to zoom. Fit to screen shows the whole workflow. On a phone, tap a card to change it.
Marketing or service message
Each text and email is Marketing or Service message. Marketing isn't sent to anyone who unsubscribed or replied STOP. Use Service message only for things the customer needs, like their invoice.
Marketing texts only go to people who agreed to get them. Everyone else is skipped, and a marketing text step shows how many of your customers will be skipped. See Get permission for marketing texts.
Warnings on a step
A yellow note on a card is a warning. You can still save and turn the workflow on.
- If / else before a review ask: Google doesn't allow asking only happy customers. Ask everyone the same way.
- Marketing email: add your mailing address in Settings → Business. Marketing emails must include it.
- Send webhook: a grey note names the site that gets your customers' details.
Send webhook requests are signed. An owner or admin taps Make a new signing secret and copies it. It's shown once.
See who went through it
Tap Runs at the top. Tap a person to see what each step did.
Changing a workflow that's on only affects people who enter after you save. People already in it finish the version they started.
Didn't work?
It won't turn on
A card with a yellow dot still needs something filled in. Tap it, fix what it says, and try again.
A text didn't go out
Open Runs and tap the person. The step says why, like quiet hours, no phone number, they replied STOP, or they haven't agreed to marketing texts.