Workflows: Designing a Workflow

There are a lot of customizations available to create a unique workflow within the Maha Platform for the contacts enrolled in the workflow.

Designing a workflow using the following steps allows you to edit an existing workflow.

Refer to Creating a New Workflow to create a new workflow.

1. Click in the ribbon

2. Click Automation

3. Click Workflows

4. Click on a workflow

5. Click Design Workflow

6. You can add a new block to your workflow by clicking and dragging the desired block to the workflow

   • Email: Text, Divider, Image, Button, Preferences, Social Share, Social Follow, Video, Web Version

   • SMS: Send Message, Ask Question

   • Voice: Play Recording, Speak Text, Goto Menu, Dial by Extension, Dial by Name, Dial Menu, Forward Call, Voicemail

   • SMS and Voice: If/Then, Wait, Set Goal, Set Variable, Time of Day, Update Property, Update Consent, Update Lists, Update Topics, Enroll in Workflow, Send Email, Send SMS, Send Internal Email, Send Internal SMS

7. This will trigger a new tab where you can customize the block

8. To edit an already created block, hover over the block and click and make changes in the tab

9. To duplicate a block, hover over the block and click

10. To delete a block, hover over the block and click

11. To rearrange the blocks, drag the created blocks around the template

12. When you are satisfied with your workflow, click Publish Version.

    • To view your version history, click Versions and click on desired version

    • To restore a previous version of your workflow, click Revert to Version

    • You can also publish a workflow from this page, by clicking Publish Version