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Creating customer journeys using Workflow

Workflows, frequently termed as ‘Customer Journeys’, outline a structured multi-step process that orchestrates user experiences across a timeline. They encompass a series of planned interactions, allowing for targeted and timely user engagement.

By leveraging workflows, you can create a curated path, triggering specific actions or messages based on user behavior, preferences, or set intervals, thereby ensuring a more personalized and effective communication strategy.

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Five Ws while creating a Workflow

Who: Identifies which user segment or audience will be affected or involved in the workflow. Who are the users that will go through this workflow?

What: Details the sequence of events, actions, or triggers that constitute the workflow. What processes or steps are involved?

When: Specifies the timing, frequency, or conditions under which the workflow is initiated. When does this workflow start, and under what conditions?

Where: Describes the channels involved in the workflow. Where does the workflow execute, and where can users interact with it?

Why: Defines the purpose or rationale behind setting up this workflow. Why was this workflow created, and what is it meant to achieve in terms of user engagement or operational efficiency?

OverviewCreate Workflow