How to create workflows in systeme.io | systeme.io tutorials

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Ready to take your business to the next level with advanced automation? This tutorial will show you exactly how to build powerful, automated workflows inside systeme.io. While simple automation rules are great for one-off tasks, workflows allow you to create visual, multi-step customer journeys using delays and complex decision-making logic.

We’ll guide you through the entire process of setting up a workflow from scratch, from choosing your initial trigger to building out branched paths based on how your customers behave.

What you'll learn in this tutorial:

✅ How to create and name a workflow: Learn where to find the workflows dashboard and how to start your first automation project.

✅ Setting up triggers: Understand the event that starts the entire process, such as a contact subscribing to a form, buying a product, or clicking an email link.

✅ Using actions, delays, and decisions: Learn the three building blocks of any workflow:
🔹 Actions: Tasks like adding a tag or subscribing a contact to an email campaign.
🔹 Delays: Pausing the workflow for a specific amount of time (days, hours, etc.) before the next step.
🔹 Decisions: Splitting your workflow into "Yes" and "No" paths based on specific filters.

✅ Master logic with AND/OR conditions: A clear breakdown of how to use decision filters. Learn why the "AND" setting requires all conditions to be met, while the "OR" setting only requires one.

✅ Creating branched paths: See how to deliver different content to customers who have already purchased versus those who haven't.

✅ Activating and deactivating workflows: Learn how to turn your automation live and the two different ways to stop a workflow (letting current contacts finish or canceling everything immediately).

✅ A crucial pro tip for editing: Understand why changing a delay timer only affects new contacts and how it impacts those already waiting in the sequence.

Timestamps:
00:00 - Introduction
00:15 - How to create a new workflow
00:32 - Setting up your first trigger
00:53 - Adding actions and delays
01:25 - Using decisions and logic (AND/OR)
02:18 - Creating branched paths (Yes/No)
02:50 - How to activate your workflow
03:00 - How to deactivate a workflow
03:20 - Important pro tip for editing delays

By mastering workflows, you can build a completely automated sales and marketing machine that scales with your business. This video provides all the essential knowledge you need to start building your own custom customer journeys today!

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Видео How to create workflows in systeme.io | systeme.io tutorials канала Systeme.io: The world's easiest marketing platform