How to Create and Edit Action Workflows on Email Campaigns

A workflow action is what happens automatically once someone answers your check-in. To add action workflows hit the right-hand arrow within the check-in box.

Click the blue button to "Create New Workflow." This will then create a series of if-then triggers.

If it's a multiple-choice question, you'll want to select one (or possibly more) of your response options and build a workflow around it. If you want to build a workflow that's all but one response option, use the "=!" option.

NOTE: Don't stack response options - create one workflow per response. You can easily copy a workflow by going to "Saved Workflows" within the question and duplicating it, or you can name and star the workflow if you want to access that action workflow from other questions.

If it's an open-ended question, select "Text Response" and then select "filled" or "contains." Equals would have to be an exact match, which is pretty uncommon.

Once you have the response selected, you can include multiple kinds workflow actions, or automations to that particular response, within the same workflow. The only exception would be the purple row - as all of these would appear on a browser tab. Any teal buttons are from your connectors, so these will appear if you have connected your PropFuel account with any other systems.

When you are done adding workflows, turn them on so you can send yourself a test email and try them out! Yes - even write-back actions will work in a test email, so it's important to turn these workflows on before you test and certainly before you send out a check-in to your members or contacts! To turn them on, simply click the toggle located to the right of the workflow name: