Creating Workflows

Workflows in Lumail allow you to create automated sequences that trigger based on subscriber actions or other conditions.

What are Workflows?

Workflows are a series of steps that execute automatically based on triggers. You can use workflows to:

• Send welcome emails when subscribers join your list
• Create multi-step nurture sequences
• Segment subscribers based on their behavior
• Deliver content on a schedule

Creating Your First Workflow

To create a workflow, navigate to the Workflows section in your organization dashboard:

1. Click on Workflows in the left sidebar
2. Click the Create Workflow button
3. Give your workflow a descriptive name
4. Add your first trigger

Workflow Components

Triggers

Triggers are events that start your workflow. Common triggers include:

• Subscriber Added to Tag: Activates when a tag is applied to a subscriber
• Form Submission: Activates when someone completes a capture form
• Date Based: Activates at a specific date/time
• Manual: Manually add subscribers to workflow

Steps

After setting a trigger, you can add steps to your workflow:

• Wait Step: Pause for a specified time before continuing. Supports duration, specific time, or day of week.
• Email Step: Send an email to the subscriber with duplicate prevention and limit enforcement.
• Action Step: Add tags, remove tags, unsubscribe, or add to another workflow.
• Webhook Step: Send HTTP requests to external services for integrations.

Example Workflow

Here's an example of a simple welcome sequence:

1. Trigger: Subscriber Added to Tag "newsletter"
2. Step 1: Email - Welcome message with introduction
3. Step 2: Wait - 2 days
4. Step 3: Email - Educational content
5. Step 4: Wait - 3 days
6. Step 5: Email - Promotional offer

Best Practices

• Start Small: Begin with simple workflows before building complex ones
• Test Thoroughly: Send test emails to yourself before activating
• Monitor Performance: Check open rates and adjust timing as needed
• Clear Naming: Use descriptive names for workflows and steps
• Exit Conditions: Consider how subscribers might exit the workflow

Advanced Features

• A/B Testing: Test different email content or timing
• Segmentation: Create branches based on subscriber behavior
• Integration: Connect with other platforms via webhooks
• Analytics: Track conversion through each step

Workflows are a powerful way to automate your email marketing and deliver the right message at the right time.

Related Documentation

• Variables - Personalize workflow emails
• Subscriber Events - View workflow execution history
• Tags API - Manage trigger tags programmatically
• Content Deliverability - Optimize workflow emails for inbox placement
• Create Subscriber - Control workflow triggering with triggerWorkflows