Feature Availability
This feature is only available on certain Poppulo packages. For more details, see our packages and pricing page
Workflows allows you to create fully automated, multi-touch communication journeys throughout the employee lifecycle. With Workflows, you can schedule emails and apply activity-based triggers (such as Opens and Clicks) to deliver relevant content at the appropriate time.
You can use Workflows for:
- Onboarding new employees,
- Increasing engagement before and after events,
- Driving change communications at the right pace,
- Reminders when actions are due,
- Improving employee experience by retargeting only non-responders,
- And, any recurring updates that need to go out on a schedule — without manual effort.
With Workflows, your audience get the information they need exactly when they need it, creating a more connected experience across your organization.
Accessing Workflows
On the
Workflows screen, you can:
- View existing workflows
- Edit draft workflows
- View or stop live workflows
- Create new workflows
- Clone the workflows
To access Workflows,
- From the Home page, click Comms tab.
- Form the left-hand navigation panel, select Workflows. The Workflows screen appears.
- From the search bar, enter the name of the workflow to view a specific workflow.
- From the the Workflow status drop down, you can filter the workflows by status. The available status are,
- All: Displays all workflows
- Draft: Displays workflows in draft status
- Scheduled: Displays workflows scheduled for a future date and time
- Pending: Displays workflows awaiting approval
- Live: Displays workflows that are currently active
- Completed: Displays approved workflows that are not live
- Stopped: Displays workflows that have been stopped
- Delivery Error: Displays workflows with delivery issues
- System Error: Displays workflows with system errors
- From Workflow Frequency drop down, you can filter the workflows based on the frequency status. The available options are:
- All: Displays all workflows
- Weekly: Displays workflows scheduled to recur weekly
- Bi-Weekly: Displays workflows scheduled to recur every two weeks
- Once: Displays one-time workflows
- Click Edit to modify the workflow. You can edit only workflows in Draft status. The workflow builder screen displays.
- Click View to view the workflow in the Workflow builder screen. The screen appears in read-only mode. You can view the workflows which are in Scheduled, Live, Completed, Stopped or In Error status.
- From the three dots menu, select Stop to end a workflow.
- From the three dots menu, select Clone to create a clone of the selected workflow.
- Click Create to create a new Workflow.
