Workflow Editor Overview

The Workflow Editor is where you define when, where, and how your campaign is displayed. It lets you create automation rules using triggers, conditions, actions, and multiple campaign steps to deliver personalized experiences based on visitor behavior.

For a general introduction to campaigns, see Campaigns Overview.

Open the Workflow Editor

Open the campaign you want to edit.
Navigate to the Workflow section.
Click Open Workflow Editor.

The Workflow Editor opens with a visual canvas where you can build your campaign flow.

For more information about configuring a campaign, see Campaign Details.

Workflow Editor Interface

The Workflow Editor consists of several key areas:

1. Trigger

Every workflow starts with a Trigger.

A trigger determines when the workflow begins. For example:

Page load – Starts the workflow after a visitor loads a page.
Other triggers may be available depending on your configuration.

In the example above, the workflow starts 8 seconds after the page loads.

Workflow Trigger

For more information about configuring workflow triggers, see Triggers.

2. Conditions

Conditions determine which visitors should continue through the workflow based on their characteristics and behavior.

Condition categories include:

Visitor Behavior
Traffic Source
Shopping Interest
Cart
Datalake
Campaign History
Session
Visitor Profile

Select the condition categories relevant to your workflow, then configure the specific criteria within each category.

If a visitor meets the configured conditions, they can proceed to the next workflow step or follow the appropriate branch.

For a detailed explanation of conditions and their relationship with actions, see Conditions and Actions.

3. Steps

A Step represents one stage of your campaign.

Each step can contain:

A popup
A sticker
Interactive components
Events
Actions

Workflows can include multiple connected steps to create multi-stage customer journeys.

For guidance on creating multi-step experiences, see Building Workflows.

The right panel displays the interactive elements available within the selected step.

Examples include:

Coupon code copied
Close icon clicked
Button clicked
Text clicked
Form submitted
Custom component interactions

These events can trigger actions such as:

Navigate to another step
Show a sticker
Hide the popup
Log an event
Finish the campaign

For more information about designing and configuring interactive elements, see Working with Components.

5. Canvas

The center canvas provides a visual representation of your workflow.

Use the canvas to organize your workflow and define the path visitors follow.

Workflow blocks can be connected to define the sequence of the campaign. A typical workflow can connect a Trigger to a Condition, then to a Step, an Action, and the next step or the end of the campaign.

For example:

Trigger   
↓ 
Condition   
↓ 
Step 1   
↓ 
Action   
↓ 
Step 2   
↓ 
End Campaign

You can also create branches when a condition or action can lead visitors to different paths.

When reviewing the canvas, make sure:

Required workflow blocks are connected.
Each condition leads to the appropriate path.
Actions lead to the intended next step.
Workflow paths have a clear continuation or ending.

For step-by-step instructions on building and connecting a workflow, see Building Workflows.

6. Add Step

Click Add step in the top-right corner to create additional workflow steps.

Multiple steps allow you to build experiences such as:

Multi-step popups
Progressive offers
Follow-up messages
Personalized customer journeys

You can combine these steps with different conditions and actions to create targeted experiences.

For a practical example, see Build Multi-Step Customer Journeys.

7. Save and Publish

After making changes:

Click Save.
Select Save and publish to make the updated workflow live.

Before publishing, review your workflow and test the configured triggers, conditions, and actions.

To test a campaign in preview mode, see Display a Campaign in Preview.

For a general campaign setup process, see the Quick Start Guide

Typical Workflow

A simple workflow usually follows this sequence:

Page Load      
↓ 
Trigger      
↓ 
Condition      
↓ 
Step 1 (Popup)      
↓ 
Visitor Interaction      
↓ 
Action      
↓ 
Next Step or End Campaign

Each part of the workflow serves a specific purpose: triggers start the workflow, conditions determine which path a visitor follows, and actions define what happens next.

Best Practices

Start with a clear trigger before adding conditions.
Keep workflows simple whenever possible.
Use conditions to target the right audience.
Use multiple steps when a campaign requires a progressive or multi-stage experience.
Test every workflow before publishing.
Save your changes frequently and publish only after verifying that the workflow behaves as expected.
Use Campaign Details to review the campaign configuration before making it live.