Workflow Automation

Oblic's visual workflow builder allows you to automate customer journeys using a powerful drag-and-drop interface powered by XYFlow. Create complex automation sequences with triggers, actions, and conditional logic.

Overview

Workflow automation lets you:

• Trigger workflows based on user actions or time
• Execute actions like sending emails or updating contacts
• Branch based on conditions and user behavior
• Scale personalized communications automatically

Getting Started

1. Create a Workflow

Navigate to Automations > Create Workflow:

1. Give your workflow a name
2. Choose a trigger
3. Add actions and logic
4. Test and publish

2. Choose a Trigger

Triggers start your workflow:

• Contact Joined List: When someone subscribes
• Tag Added: When a contact is tagged
• Campaign Activity: Based on opens, clicks
• Date/Time: Scheduled events (birthdays, anniversaries)
• API Event: Custom webhook triggers
• Form Submission: When a form is filled

3. Build Your Flow

Drag and drop nodes onto the canvas:

Action Nodes:

• Send Email
• Send WhatsApp Message
• Send SMS
• Add/Remove Tag
• Update Contact Property
• Add to List
• HTTP Request

Logic Nodes:

• If/Else Condition
• Wait/Delay
• A/B Split
• Go To (jump to another node)

Trigger Nodes:

• Entry points for your workflow

Conditional Logic

Create smart branches based on:

• Contact Properties: Name, email, custom fields
• Behavior: Opened email, clicked link
• Tags: Has specific tags
• List Membership: Belongs to certain lists
• Date/Time: Current date, day of week
• Custom Data: API data, form responses

Example condition:

IF contact.tags CONTAINS "vip"
THEN send_premium_offer
ELSE send_standard_offer

Wait/Delay Nodes

Add timing to your workflows:

• Wait Duration: Specific time (1 hour, 3 days)
• Wait Until: Specific date/time
• Wait for Event: Until user performs action

Example:

• Send welcome email
• Wait 3 days
• Send follow-up email

A/B Testing in Workflows

Split your audience to test different paths:

1. Add an A/B Split node
2. Define split percentage (50/50, 70/30, etc.)
3. Create different paths for each variant
4. Track performance metrics

Workflow Templates

Start with pre-built templates:

• Welcome Series: Onboard new subscribers
• Re-engagement: Win back inactive contacts
• Abandoned Cart: Recover lost sales
• Birthday Campaign: Automated birthday wishes
• Lead Nurturing: Educate and convert leads

Testing Workflows

Before publishing:

1. Click Test Workflow
2. Enter test contact details
3. Watch the flow execute step-by-step
4. Verify emails and actions

Workflow Analytics

Monitor performance:

• Contacts Entered: Total workflow entries
• Active Contacts: Currently in workflow
• Completed: Finished the workflow
• Conversion Rate: Goal completions
• Node Performance: Time spent at each step

Best Practices

Autosave

Workflows are automatically saved as you build them. You'll see a save indicator in the toolbar showing the last save time.

Next Steps