Before starting off with workflows, here are a few terms defined which would help understand workflows easier.


A trigger is a condition with definite endpoints. All marketing campaign activities are included in triggers. Also other conditions not associated with activities like birthdays, anniversaries are also included in the trigger widgets. These widgets can be found in topmost section of the workflow editor panel. Triggers don’t have inputs.

Eg: A customer signed up for newsletters, A customer referred a friend.


An action is performed when trigger endpoint condition is met. These actions involve sending an email, categorizing a user based on similar behaviour. Actions don’t have outputs.


Joins can be used to combine two or more trigger conditions. Some use cases involve taking an Action only when a couple of conditions are met. In these scenarios, Joins can be used to merge these required conditions and the actions associated.

In more generic terms, it can be stated as:-

If {Trigger_Condition_1}[, {Trigger_Condition_2},{Trigger_Condition_3}] then perform {Action_1}[,{Action_2},{Action_3}]


A workflow consists of an orchestrated and repeatable pattern of activity enabled by the systematic organization of triggers, actions and joins that transform or process information.

These workflows represent a set of triggers and actions to be taken when the trigger conditions are met. A simple example is demonstrated below.


This diagram represents the following scenario-

On a new sign up to a newsletter associated with any activity, send an email. The newsletter signup activity and the email design can be configured by clicking on the trigger or action widget respectively. In this situation, the “New Signup” is the name of the email template which is configured.