Building Workflows

The Workflow Editor allows you to create automated customer journeys by combining triggers, conditions, steps, and actions. Whether you're displaying a simple welcome popup or creating a multi-step campaign, workflows help ensure visitors receive the right message at the right time.

For an overview of the Workflow Editor interface, see Workflow Editor Overview.

Before You Begin

Before building a workflow, make sure you have:

Created a campaign. See Campaigns Overview.
Designed your popup or sticker. See Design Editor Overview.
Opened the Workflow Editor from the campaign.

For a complete campaign setup process, see the Quick Start Guide.

Workflow Structure

Every workflow follows the same basic structure:

Trigger
    ↓
Condition (Optional)
    ↓
Step
    ↓
Visitor Interaction
    ↓
Action
    ↓
Next Step or End Campaign

You can add multiple conditions, actions, and steps to create more advanced customer journeys.

For more information about how these elements work together, see Conditions and Actions.

Step 1: Choose a Trigger

Every workflow starts with a Trigger.

Select the event that should start your campaign.

Examples include:

Page Load
Click Event
Time Delay
Scroll Depth
Exit Intent
Custom Event

Configure any available trigger settings, such as delay or page targeting.

For more information, see Triggers

Step 2: Add Conditions (Optional)

Conditions determine whether a visitor should continue through the workflow.

For example:

URL contains /sale
Visitor is on a mobile device
Visitor is returning
Visitor arrived from Google Ads

If the condition is met, the workflow continues. Otherwise, the visitor follows the Otherwise branch or exits the campaign.

See Conditions and Actions for more information about configuring workflow conditions.

Step 3: Create Your First Step

A Step contains the content that visitors will see.

This may include:

Popup
Sticker
Buttons
Forms
Coupon codes
Images
Text

You can also configure actions for each component within the step.

For information about adding and customizing campaign elements, see Working with Components and Layout & Styling.

Step 4: Configure Actions

Actions determine what happens after visitors interact with your campaign.

Common actions include:

Show another popup
Display a sticker
Go to another step
Finish the campaign
Log an event
Execute a custom script

Multiple actions can be attached to the same interaction.

For more information, see Conditions and Actions.

Step 5: Add More Steps

Click Add step to build more complex customer journeys.

Multiple steps allow you to create:

Multi-step lead forms
Product recommendation flows
Coupon redemption journeys
Survey campaigns
Thank-you screens
Follow-up offers

For an example of a multi-stage customer journey, see Build Multi-Step Customer Journeys.

Step 6: Connect Your Workflow

Connect your workflow elements to define how visitors move through the campaign.

After adding your triggers, conditions, and steps, connect the elements in the order you want them to execute.

For example:

Page Load
      ↓
URL contains "/sale"
      ↓
Step 1
      ↓
Coupon copied
      ↓
Step 2
      ↓
Finish Campaign

When using conditions, connect each possible outcome to the appropriate next step. For example, a condition can send visitors who meet the condition to one step and visitors who do not meet it to the Otherwise path.

Before continuing, review your workflow to make sure:

Every required element is connected.
Conditions lead to the correct paths.
Actions lead to the intended next step.
Each workflow path has a clear next step or ending.

You can create branches to guide visitors through different paths based on their actions or the conditions they meet.

Step 7: Test Your Workflow

Before publishing, test the workflow to make sure visitors move through the expected path.

Open the campaign in preview mode.
Add the ?ppoptest parameter to your website URL.
Load the page with the preview parameter to display the campaign.
Follow the workflow as a visitor would.
Verify that:
- The trigger activates correctly.
- Conditions behave as expected.
- Each action leads to the correct step.
- Buttons, forms, and other interactive components work properly.
- Different condition branches lead to the expected steps.
- No workflow paths are left unconnected.

For detailed instructions on displaying a campaign in preview mode, see Display a Campaign in Preview.

You can also review your campaign configuration using Campaign Details.

Step 8: Save and Publish

Once your workflow is complete:

Click Save.
Select Save and publish.
Test the campaign on your website to confirm everything is working correctly.

For additional guidance on setting up your first campaign, see the Quick Start Guide.

Example Workflow

The following example shows a simple promotional campaign:

Page Load
      ↓
Wait 8 Seconds
      ↓
URL contains "/summer-sale"
      ↓
Display Discount Popup
      ↓
Visitor Clicks "Get Coupon"
      ↓
Copy Coupon Code
      ↓
Show Thank You Step
      ↓
Finish Campaign

You can combine workflows with Promote Products & Special Offers to create promotional experiences or Recover Abandoned Carts for ecommerce recovery scenarios.

Workflow Tips

Start with a simple workflow and expand it only when necessary.
Use conditions to target the right audience instead of creating duplicate campaigns.
Keep each step focused on a single goal.
Use meaningful step names to make larger workflows easier to manage.
Test every workflow after making changes and before publishing.
Review campaign performance after launch using Analytics Overview.