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What is an action and how can I use it in a workflow?

You can think of Automations as a series of events that you prepare beforehand so that they engage your mailing list while you're busy working on other things; they're a life-saver! Which means that it's very important to make sure that what happens in an Automation is setup correctly before the Automation is launched. Actions are the pieces of your Automation Workflow which handle the "what happens" part and they can be set up at any point during your workflow, as long as you've first set the Automation Trigger that sets things in motion.

Creating an automation workflow is very easy! At any point of the process you can set up Actions. Just follow the steps below:

1. Click on the + button, located at every intersection on your workflow.
Finding Actions Step 1 : Click on the + symbol
A pop-up window appears.


2. Choose the Actions tab, on the pop-up that appears.
Finding Actions Step 2 : Click on the Actions tab


3. Click on the gray dot to navigate between pages of available actions.
Finding Actions Step 3 : Click on the gray dot

4. Click on the type of action that you want to add to your workflow.
Finding Actions Step 4 : Click on the type of action that you want to add to your workflow

The available options are:

Learn more about what each type of Action does by clicking on the above links or take a look at how Conditional / Control steps can work to enhance your automation.