Campaign Builder Help Center

How to Add an Action to Your Workflow

All Collections
Workflows

Step-by-Step Instructions:

  1. Click or Drag and drop an action into the canvas from the menu.
  1. Fill in the required details (message content, list, integration settings).
  1. Click Save.
  1. Test your workflow to confirm the action triggers correctly.

Tips for Beginners:

  • Add one action at a time and test before adding more.
  • Label actions clearly to avoid confusion, especially in complex workflows.

Example:
Add a Send Email action to deliver a welcome message immediately after a new signup.