Adding a Step
Last updated
Last updated
Once your trigger is defined, the next stage is to add steps, which are the actions your workflow will perform.
You can define conditions for when and for whom the entire action should run.
Click on the header of the block (the area displaying "No delay No filters"). This will open a dropdown menu.
Select "Entry Conditions" from the dropdown menu. The "Entry Conditions" modal will appear, allowing you to set delays and audience filters for this step container.
An entry delay adds a waiting period before users proceed to the actions within this step.
In the "Entry Conditions" modal, locate the "Entry delay" section.
Toggle the switch to the right of "Entry delay" to enable it. The switch will turn green.
Enter a numerical value in the input field (e.g., "20").
Select the time unit (e.g., minutes, hours, days) from the dropdown next to the input field.
Audience filters restrict which users will proceed through this step based on their profile attributes or segment membership. In the "Entry Conditions" modal, find the "Audience filters" section. Click the "+ Add rule" button. A pop-up will ask you to choose the type of rule:
New Profile Rule: Filters based on specific attributes of a user's profile.
New Segment Rule: Filters based on whether a user belongs to a predefined segment.
To add a Profile Rule:
Select "New Profile Rule".
A new rule row will appear.
Click the first dropdown to select a "user attribute" (e.g., "companyId", "email").
Select an operator from the second dropdown (e.g., "Equals", "Contains").
Enter the "text value" to match in the third field.
To add a Segment Rule:
Click "+ Add rule" again if needed.
Select "New Segment Rule".
A new rule row will appear.
Select a "Segment" from the first dropdown.
Select an operator (e.g., "Includes", "Excludes").
Select the specific segment value from the third dropdown (e.g., "staff").
Combining Multiple Rules:
If you add more than one rule, an "AND" / "OR" toggle will appear between them. Click it to define the logic:
AND: All conditions must be true.
OR: At least one of the conditions must be true.
(Optional) You can click the "Calculate" link next to "Want to know how many users you're targeting?" to estimate the audience size for your defined filters.
Saving Entry Conditions
Once you have configured the delay and filters, click the "Done" button at the bottom of the "Entry Con
The header of the "ACTIONS" block on the canvas will update to summarize the configured conditions (e.g., "Wait 20 minutes For filtered audience").
Now that the step container is set up, you can add one or more specific actions that will be executed for users who meet the entry conditions.
