Creating Visual Workflows

With the Visual Workflow Builder, SharpSpring offers an interface for you to develop and visualize the journeys for your leads. This article will provide information on the various aspects of the Visual Workflow Builder. Article Contents Understanding Visual Workflows Creating Visual Workflows Editing Visual Workflows Adding Triggers to Workflows Adding Branch Content to Triggers Previewing and Editing Assets Copying Visual Workflows Exporting Visual Workflows Gated and Open Triggers Frequently Asked Questions			Available with:
			Marketing Automation	✓
			CRM Ultimate
			CRM PRO
			CRM Free
			Toolbar:
			Users:
			Administrators	✓
			Company Managers	✓
			Marketing Managers	✓
			Sales Managers
			Salespersons
			Jr. Salespersons

Understanding Visual Workflows

With the Visual Workflow Builder, you can build simple or complex automation workflows using a combination of triggers and filters to fire off actions or action groups. This means that you can use the Visual Workflow Builder to construct visual diagrams of your leads' journeys to control the paths they are taking toward conversion. These diagrams are called visual workflows.

In turn, a visual workflow is a sequence of triggers, filters, and actions:

For more information on automation terminology, refer to Automation Overview.

Creating Visual Workflows

To create blank visual workflows, do the following:

Once created, visual workflows can be set as active or inactive as you need them to be. Click the Activity toggle to swap between the Active and Inactive states. Be aware that workflows cannot be activated without a trigger.

Editing Visual Workflows

Once you have created a visual workflow, you can open it and edit it when you need to. To edit a visual workflow, do the following:

Be aware that active workflows will be in the Active Workflows list, and inactive workflows will be in the Inactive Workflows list. Click the Workflows drop-down menu to swap between the lists of all active and inactive workflows.

Adding Triggers to Workflows

Every visual workflow must begin with a trigger, which is the initial event that begins the workflow. To add triggers to workflows, do the following: In a workflow, under Start, click + Add Trigger. Select the desired trigger. Set trigger parameters as necessary. Click OK. While workflows can be simple and have just one main trigger, they can be as complex as necessary. When you create a trigger, you start a branch within the workflow. Workflows can have many different branches, with each branch doing different things. A single workflow can have many different things that occur alongside or separate from each other, with the results of their interactions each setting off different things. For more information on workflow triggers, refer to Understanding Visual Workflow Branching.		Click to enlarge.
		Note: To delete a trigger, click    Delete. Deleting a trigger will delete all content directly following it.
		Click to enlarge.

Adding Branch Content to Triggers

Triggers are only part of what makes a workflow function. While triggers start a chain of events in a workflow, those triggers depend upon branch content—actions, filters, delays, and action groups—in order to continue or finish that event.

As such, creating strong workflows requires utilizing branch content to tell triggers what to do. To add branch content to triggers, do the following:

In a workflow, under a created trigger, click + Add. Choose from the following:  •   Actions: The available actions within       the visual workflow.  •   Filters: Additional criteria that a lead       must fulfill before moving on to an action.  •   Time Delay: Sets a time delay for       actions.  •   Action Groups: Multiple actions       previously constructed together as       a group. Set content parameters as necessary. Click OK. Add additional actions, filters, time delays, or action groups as necessary. Like triggers, branch content can be as simple or complex as necessary. Just as a trigger starts a workflow branch, the branches can split off with different branch content. For example, one branch can have many different actions that stem from a single trigger, with each doing different things. Those actions can, in turn, have multiple filters or delays that follow them, with each setting off more actions. For more information on workflow branches, refer to Understanding Visual Workflow Branching.		Click to enlarge.
		Note: To delete branch content, click    Delete. Deleting content higher in the workflow will delete all content directly following it.
		Note: To set a created branch as repeatable within the workflow, click    Make Repeatable.
		Click to enlarge.

Previewing and Editing Assets

Copying Visual Workflows

You can make copies of visual workflows. This can save time, as you now need only to create one visual workflow to have several copies. These copies can be as complex as necessary or have just one or two minor modifications.

Copied workflows open in a new window with all of the copied branch content. From there, you can modify the copied workflow as necessary.

Exporting Visual Workflows

The process for downloading .PDF files can vary based on browser type and .PDF reader application.

Gated and Open Triggers

The Visual Workflow Builder includes options for triggers to have them fire if the trigger condition was met. This condition interacts with the referenced item originating in the specified workflow and action group. Gated and open triggers are available for any branching trigger. These trigger options are as follows:

• Gated Trigger: Only fires the trigger if the trigger's condition is satisfied by the contact already being part of the parent workflow.
  
  
• Open Trigger: This trigger is satisfied by anyone who meets the trigger's condition, regardless of if they are already in the workflow.

Gated and open triggers allow you to create multiple scenarios within the same visual workflow. These triggers allow for the option, on a trigger-by-trigger basis, to choose whether conditional logic should apply, or whether any lead action that meets that condition should fire the trigger.

For example, a trigger for visits from the email with a parent action that sends that email will only fire if a visits from that email was sent from the parent action group, and will not fire if that email is sent as a smart email, to a list, or through another action group.

To utilize open and gated triggers, do the following:

Frequently Asked Questions

Q: How do I save a visual workflow?
A: Triggers, filters, and action groups are saved automatically once they are added to the visual workflow.

Q: What are the differences between action groups and branches?
A: Reusable action groups are a collection of standalone events that can be referenced within a visual workflow or be manually scheduled to a list. Branches are not action groups. Branches refer to a collection of actions created for use only within a visual workflow. As the name implies, this collection of actions branch out from the action group and are dependent upon additional criteria in order to function. Branches will not be added as reusable, standalone action groups.

Q: Will my visual workflows and action groups display in the normal Action Group page, and vice versa?
A: Visual workflows will remain separate from the pre-existing action groups. These will not be accessible on the same page.

Q: Will visual workflows fire based on changes made through imports or bulk editing?
A: No. Visual workflows will not fire based on these changes.

Q. How do I make changes outside of an action group?
A: The action group must be saved prior to making any changes outside of the action group.

Q: Can I rename the branches in my visual workflow?
A: Yes. To rename the branch, simply click on the green bar above your action group and type in a new name. The name will save automatically.

Q: How can I see how far a lead is in a visual workflow?
A: On the Memberships tab of the lead record, the visual workflow name will display, followed by the name of the specific branch a lead has taken part in. You can see aggregate usage, including the last time the visual workflow ran, on the main visual workflows page.

Q: Can visual workflows be repeatable?
A: Both visual workflows and action groups can be set as repeatable. The repeatable status of the branch itself sets whether or not all content within the branch is repeatable.

Q: How do time delays work in visual workflows?
A: Time delays in the visual workflow builder are structured around the timing of the prior event. The Visual Workflow Builder does not use from start time delays. When adding time delays to a visual workflow, that delay is timing iterative from the previous event.

Q: How do time delays work when using action groups?
A: Time delays with action groups are structured around the timing of when the lead enters the action group, and not when the lead completes the action. In a workflow with a referenced standalone action group, time delays placed ahead of subsequent actions or action groups in the same branch will start before the actions or action groups.

Q: How do I know how well my visual workflows are performing?
A: You can view the performance of your visual workflow, including the total number of times the visual workflow has run, on the main visual workflows page.