Workflows: multi-step sequences for onboarding, renewals, win-backs, birthdays and lead follow-up.
On this page
Steps
- Press New sequence. Start from a sample only shows while you have none: once a sequence is saved, that button is gone.
- Name it and pick When.
- Set the day of the first step, its channel and its message.
- Press Add step for each next step, with its own day number.
- Leave Active on and press Save.
How it actually goes out#
A scheduled job of its own runs once a day and looks for members whose day matches exactly. A member who is on day 8 of a workflow whose step is set to day 7 receives nothing: the day has passed.
A step is marked as sent only when the send succeeds, and a member never receives the same step twice. Birthday sequences rearm each year, win-back sequences rearm after each new period of absence.
Lead sequences are email only. A lead stops receiving steps as soon as they are converted, marked lost, or archived.
Troubleshooting
A sequence, not a single rule
Path: Automations › Sequences.
Five starting points exist: new member onboarding, membership renewal, win-back for inactive members, birthday, and new lead follow-up. Each step carries a day number, a channel, and its own message.
The day is counted from the starting point: days after joining, days before expiry, days since the last visit, days around the birthday, days after the lead came in. Start from a sample gives you a three-step welcome series you can edit.