Create workflows

Step by step

1. Open the "Workflows" navigation item.

2. Click New workflow.

3. Create an empty workflow or select a template.

   Inxmail templates

   Inxmail templates help you implement common use cases efficiently. You can customize them to suit your specific needs right in the creation process.

   Use the following Inxmail templates:

   • A/B test (mailings)

   • Mailing campaign

   Custom templates

   Custom templates are workflows that you have created yourself and saved as template using the icon. You can view them at any time by opening the "Workflow templates" tab where you can edit or delete them.

   We’ve also provided you with two common use cases. Feel free to edit them in your workflow and adapt them to your specific needs.

   Birthday mailing

   Use the "Birthday mailing" template if you would like to celebrate a birthday or other annually recurring event.

   The workflow behind a birthday mailing is essentially a recurring dispatch, based on a target group. To set it up, go to the Target groups navigation item and create a target group using the comparison operator "Contains anniversary (day / month)". Then add it to your birthday workflow.

   What does this mean?

   The target group will work as intended when your attribute is defined as type "Date". We will consider day and month of the birthday or anniversary and compare them with the current day.

   Don't use the "is equal" operator for birthdays: Do not use the comparison operator "is equal" if you want to celebrate a birthday or an annually recurring event. The "is equal to" operator also considers the year. It is therefore valid only one time and not usable for annually recurring events.

   

   Scheduled mailing with target group

   Use the "Scheduled mailing with target group" template if you want to include the following elements in your workflow:

   • Mailing level

   • Target group

   • Dispatch

   After creation, you can expand the workflow by adding more components to meet more advanced requirements.

4. Click Create.

• You have created a new workflow.

Next step

• Edit workflows