Workflows: Best Practices

• Keep Your Workflow as small as possible

• Stub out your flow BEFORE adding Content. We recommend using Whimsical to do this, it is free.

• When testing, use short lessons to verify the flow; then replace the short lesson with the actual lesson.

• If you have a flow that is based on a certain answer from a long lesson, recreate the single determining question as a “standalone” lesson. This makes testing much quicker and easier.

• Always add an outcome to those who do NOT follow your desired path. For example:

  • Remove them from the campaign

  • Jump them to another new branch

  • Add them to a Group

  • Archive or Delete them (ConveYour recommends archiving instead of deleting)

• Nudges should NEVER be set to less than 15 minutes unless testing.

Important Things to Remember

Conditionals

• Branches off of Conditionals will always have an outcome

Waits

• Branches off of Waits will always have an outcome AFTER the final condition (period of time)

• The only branch on a Wait that is linked to “time” is the final branch

Nudges (on Waits)

• nudge.n is the number of nudges that you have

• nudge.ord is the ordinal number of your nudge (ex: “2nd”, “3rd”, “4th”)

Jumps

• Jumps do NOT reset a lesson that has already been completed. If you jump a learner back up your workflow, they will NOT be added to the lesson, nor prompted to repeat the lesson.

Things You Can’t Do With Workflows

Waits

• You cannot add a “Wait” to

  • a Conditional

  • a Delay

Jumps

• You cannot jump the learner to a lesson he/she has already completed

Want to Learn More?

Check out our Workflows: Getting Started help doc that will show you the quickest and easiest ways to start building your Workflows!