Steps

Workflow Step

When a Workflow has been triggered, its step(s) will be carried out sequentially on the triggering contact.

Here is the comprehensive list of the available steps:

Step Description

Send a Message ​Ask a QuestionAssign To​ ​Branch​Create Workflow Branches based on conditions​Update Contact Tag​Adds or removes one or many Contact tags​Update Contact Field​Modifies contact field values for the Contact​Open Conversation​Opens a Conversation for the Contact​Close Conversation​Closes the Conversation with closing notes​Add Comment​Add a comment to the Contact​Jump To​Jump to a different step in the journey​Wait​Wait for a period of time before advancing​Date & Time​Create Workflow Branches based on date or time conditions

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