The workflow editor is the feature that allows you to create and edit workflows and set up a range of strategies to optimize your business results.
How to access it
You can access the Workflow editor from Workflows, by clicking Create new workflow.
The workflow editor interface is composed of three blocks:
1. Create, options and errors: to start the workflow, save or discard the changes made, or export or delete it. There are also options that act on the entire workflow, such as:
- Show incident list: to show any errors that need to be resolved before starting the workflow.
- Add notes: to add notes in the workflows.
- Cut mode: to easily trim connections between nodes.
- Select mode: to outline a selection area by holding down the left mouse button and dragging.
- Autoconnect mode: to automatically connect nodes to each other when they are added to the dashboard.
- Dashboard display options: to change the dashboard display. There is also the option to Clear all, to delete all nodes.
2. Design panel: to visually build the workflow using the structures and components of the node selection menu.
3. Node selection menu: to browse the various available nodes and configure workflows by dragging them to the design panel.
How it works
The workflow editor works with a 'drag and drop' system that allows you to connect nodes, adding actions, conditions and triggers to the flow to design your different strategies and their branches.
The nodes act as stages on the journey that the contact follows through the workflow. To continue on their way, the contact must perform an activity, fulfill a condition, or be targeted with an action, depending on the node they are in.
By default, you will always find a single "Start" node in the editor, from which all the strategies start and which establishes the contacts they will target.
1. Naming/renaming the workflow
In the design pane (2), click the (Edit) button.
In the drop-down, type the name you want to assign to your workflow and, optionally, add a description for it. Click Apply to save the new name of your workflow.
2. Add/remove tags to the workflow
By adding tags to workflows, you can use these as a filter option in the interface that shows all workflows, helping you to find them easily.
In the design pane (2), click Add tags.
Enter the term by which you want to identify the workflow. If you want to add several, click the "Enter" button on your keyboard to generate a new tag.
To remove the tags, click the button for the tag you want to remove from your workflow.
3. Add nodes
In the node selection menu (3), locate the node you want to add and drag it to the editor so that it connects to the "Start" node.
There are three types of nodes available in Connectif, according to their function:
3.1. Trigger nodes:
These reactivate the flow when a contact performs an activity on your page or meets a certain condition.
3.2. Condition nodes
These are used to filter contacts, allowing you to segment the actions of a workflow more precisely. The moment a user arrives at a condition node, it checks if they meet its requirements and should be directed through the flow.
3.3. Action nodes
These execute specific operations within flows. The moment a user arrives at an action node, their activity begins.
4. Configure the nodes
Access the node settings by clicking (Edit node settings) of the node you want to edit in the design pane (2).
Each of the Connectif nodes has an interface that allows you to configure its activity and limitations and to know the data that each one exports:
To establish which activity should trigger it (in the case of Trigger nodes), which condition the contacts must meet to continue through the flow (in the case of Condition nodes) or what activity the contacts will carry out when they reach it (in the case of Action nodes).
To delimit the activity of the node and establish the conditions under which it will not operate. They allow you to automatically pause nodes, temporarily or permanently. If limitations are combined, the most restrictive will always take precedence.
Condition nodes have no limitations because they themselves function as a filter.
To allow you to review the information that is imported and exported within each node through the flow.
5. Copy and paste nodes
Copying and pasting nodes is a very simple action that you can perform in your workflow configuration. By using this feature, you can speed up the configuration process and avoid potential errors.
To access it, click on a node to select it and access the Copy node and Paste node features of the start panel (1).
6. Add notes to the workflow
Add notes in your workflow to remember all the details and to document the creation process or aspects of it.
In the start panel (1) click (Add new note to this workflow).
Configure your note by adding the necessary annotations, as well as the style that best suits your needs. You can also add links and images to your note, pin it and change its color.
Move the note by clicking it and dragging it to where you want it in the design panel (2). You can also link it to nodes that it relates to.
Once there are notes in the workflow, you will have several options by clicking on , the tab that will appear in the start panel (1):
- Hide/show notes: to make the notes that have been added to the flow invisible (default option) or show them again.
- Expand all notes: to display notes in their expanded format. With this option, notes cannot be minimized although you can adjust the size.
- Collapse all notes: to expand and collapse notes as you wish (default option). Only one note on the screen can be viewed, as the rest will collapse when you click on another note or anywhere else outside of them.
7. Review alerts
Clicking Start or Save will display the incident report, if there is one, in the start panel (1). A shading will also be displayed as an alert on the node(s) that contain errors.
If you clicked Start, an alert message will also appear in the lower right corner of the screen, as seen in the image.
Check the errors to be able to activate your workflow, by clicking (Show incident report).
In the tab that will be displayed, you can see any errors in your strategy and go directly to the node that contains them by clicking on Go to node.
8. Schedule the start and end of the workflow
Once the workflow is ready, click Start in the start panel (1) and set the start and end of the workflow.
By default, the options to start the workflow immediately and stop it manually are checked. Click Schedule to choose a start and end date.
You can also choose the Specific duration option to stop the workflow after a specific period of time.
Once you've set up the start and end of your workflow, click Start/Schedule to activate your strategy.
To make the most of your Connectif account, we recommend reading these articles next:
- Connectif web content, to learn about web content and how to create it in Connectif to use in your workflows.
- "Fetch products" node, to get to know one of the most useful nodes of the entire platform.
Folders in workflows, to organize and keep all your campaigns grouped visually.
- Types of A/B/X test and configuration, to learn how to perform a test with Connectif to try out various alternatives.