When creating a Workflow, Sequences will be your very first starting point toward delivering a WOW experience! Sequences contain bite-sized pieces of content to help your stakeholders, newbies, and more, have the experience of a lifetime.
There are two easy ways to add Sequences in the Workflow Builder. Add it straight from the timeline by clicking the + icon wherever youβd like to place it, or you can keep it old school with drag and drop! β¨
Check it out now!
What is a Sequence?
Sequences contain Modules that allow you to easily display the content you want to share with your stakeholders and participants.
Sequences can be:
Standalone in the Workflow Builder π€ β¨
Triggered together π₯ β¨
Dependent on another Sequence π« β¨
All Sequences start with a notification (via SMS, email, or other collaboration channels) and end with a finished page. We recommend that you customize this to best suit your needs. ππ»ββοΈ
To Add A New Sequence π§
Our Workflow Builder lets you create new Sequences on the fly, making content creation a breeze. βοΈ
There are two simple ways to add a new Sequence! β¨
The first way is to hover your mouse in the area you want to add it and simply click the icon! (remember we said it easy? π )
Alternatively, love the traditional drag & drop?
Feel free to keep it old school! π ππ»
Boom!π₯ You're almost done π€
β
Setting up a Sequence
We know how to add a sequence to the timeline, but how do I ensure it triggers at the right time, to the right person!?
Easy! Once you've added a new Sequence, you'll see a setup screen.
Step 1: Name the Sequence (this may be seen by stakeholders in 'My Dashboard')
Step 2: Choose the stakeholder you want to send it to
Step 3: Decide when to trigger it, and if it goes standalone, with/after another Sequence, βπΌ
βStep 4: Then finally, click Create Sequence! β¨ π₯³
Once you save the Sequence it will become a part of My Assets, ready to be accessed in any workflow! π π
Want to learn about the Modules that populate your Sequences? Click here!
Got questions? π§
Hit the chat button to start speaking with the team at the top right of any Enboarder page!