This step-by-step guide is a detailed walkthrough for creating and customizing workflows in PushPress Grow, integrating automation features to enhance efficiency.
Automation in PushPress Grow provides diverse tools to streamline workflows and enhance user engagement. Key features include customizable actions, triggers, and conditions tailored to specific scenarios like calendar management and lead nurturing.
Step 1: Accessing the Workflows Section
Log into your PushPress Grow account.
Navigate to the Workflows section via the left-hand menu.
Explore the folders to view your existing workflows.
Step 2: Duplicating an Existing Workflow
Locate the folder containing the workflow you wish to use as a base.
Click the three dots next to the workflow and select Duplicate Workflow.
Provide a unique name for the new workflow and click Create.
Remember, the duplicated workflow remains in Draft Mode until published.
Step 3: Using the Workflow Builder
This is where customization happens. The Workflow Builder interface includes:
Tabs for settings, enrollment history, and logs.
A Workflow Board to visualize and edit the structure.
These tools allow for automation of tasks like appointment reminders, client follow-ups, and customized notifications.
Step 3.1: Setting a Trigger
Triggers are events that start the workflow (e.g., form submission, tag added).
Modify triggers by clicking the trigger box and selecting a new event.
Apply filters to narrow the trigger conditions.
Step 3.2: Adding Conditions
Conditions split workflows into paths based on criteria (e.g., membership plans, tags).
Add conditions by clicking the Plus button, selecting a condition type, and setting criteria.
Step 3.3: Adding Actions
Actions determine what happens after the trigger and conditions are met.
Common actions include:
Internal Notifications (e.g., push alerts to staff).
External Notifications (e.g., emails/SMS to clients).
Customize the action content and ensure sender details are accurate.
Practical examples of automation include Grow Calendars for appointment reminders and workflows for effective lead nurturing.
Step 3.4: Internal vs. External Notifications
Internal Notifications: Alerts for your staff (push, SMS, or email).
External Notifications: Messages sent to contacts (emails or SMS).
Step 3.5: Finalizing and Testing
Save individual actions and the entire workflow.
Test workflows with test contacts to verify functionality.
Once satisfied, publish the workflow.
Troubleshoot automation issues by verifying settings, ensuring calendars are activated, and checking staff contact details.
Step 4: Workflow Settings
Configure options like:
Allow Re-entry: Determines if contacts can re-enter the workflow.
Stop on Response: Stops the workflow if a contact responds to a message.
Time Zone: Sets active time windows.
Sender Details: Adjust “From Name” and “From Email” for external messages.
Step 5: Publishing and Final Checks
Publish the workflow to activate it.
Double-check all settings and click Save to finalize.
Need Help?
For assistance creating workflows, contact the PushPress Support Team via the Messenger tool in your dashboard. Additionally, explore resources and tutorials on automation, featuring step-by-step guides and video tutorials.
Need More Help?
For further assistance:
Check out other Help Articles.
Use the PushPress Messenger (blue box in your CORE account).
Email us at support@pushpress.com.
About PushPress
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