Workflows
The Workflows Module is the central hub for managing your customer relationships, audience data, and engagement history. Think of it as a smart, dynamic address book that powers all your marketing Workflows, workflows, and customer support interactions.
Overview
How to Navigate
- Log in to your Arthix application dashboard.
- Locate the main left-hand sidebar navigation menu.
- Click on the Flow icon to open the module.
- You will see three sub-menus: Management, Create, and Logs.
What are Workflows?
A Workflow is a visual representation of an automated process. Instead of manually messaging users, you define a starting Event (a trigger) and link it to one or more Actions (what happens next).
Why Use the Workflows Module?
Workflows save you countless hours of manual work by automating your messaging strategies on autopilot.
- Visual Designer: Build complex logic simply by dragging, dropping, and connecting nodes on a canvas.
- E-Commerce Integrations: Instantly react to Shopify events like Abandoned Checkouts or Order Paid.
- Real-time Logs: Visually trace exactly which path a customer took through your workflow with visual execution logs.
- Scalability: Engage thousands of leads simultaneously without human intervention.
Core Capabilities
- Management: View all active, cancelled, or draft workflows in a centralized table.
- Create: Access the drag-and-drop designer featuring dozens of native triggers and action nodes.
- Logs: Review the history and outcome of every automated run.
No Coding Required
The workflow designer is built for marketers and business owners. You do not need any coding knowledge to create powerful automations.
The workflow designer is built for marketers and business owners. You do not need any coding knowledge to create powerful automations.