How to Create and Use Workflows – 101

Overview

The PXME Workflow Builder is your advanced visual automation tool. It combines the power of triggers, campaigns, and added features into one seamless builder, allowing you to automate and scale your practice’s communication.

Step 1: Access the Workflows List

• Go to Automation in the left menu.

• Select the Workflows tab. Here you’ll see all drafted, published, and paused workflows.

• Click + Create Workflow in the upper right to build a new workflow.

• Manage existing workflows using the “⋮” menu (edit, delete, duplicate).

• Use folders to keep workflows organized.

• Filter between drafted, published, and paused workflows for easier navigation.

Step 2: Create a Workflow & Enter the Builder

• Click + Create Workflow.

• Choose Start from Scratch or select a pre-designed template.

In the Workflow Builder:

• Rename the workflow using the pencil icon.

• Switch between Builder, Settings, Enrollment History, and Execution Logs tabs.

• Add Triggers and Actions to build your flow.

• Save your changes and toggle from Draft to Publish when ready.

• Use the Test Workflow button to ensure everything works correctly.

Step 3: Set Up Workflow Triggers

• Click Add New Workflow Trigger.

• Select the event that will activate your workflow (e.g., form submission, tag added, message received).

• Customize with filters to refine when the workflow runs.

• Save the trigger.

Tip: You can use multiple triggers in one workflow and add If/Else branching for advanced logic.

Step 4: Set Up Workflow Actions

• Click the + icon to add a new action.

• Choose from PXME’s wide library of actions (send email, send SMS, add to a campaign, assign a task, etc.).

For messenger automations, always use the correct action:

• Facebook Interactive Messenger

• Instagram Interactive Messenger

This ensures your social workflows run properly.

• Customize each action to fit your campaign.

• Save your actions as you go.

Step 5: Save, Test, and Publish

• Save your workflow using the Save button.

• Test with a safe/test contact to confirm proper function.

• Once verified, set the status to Publish and save.

Your automation is now live!

Advanced Tools

Filters & Smart Lists

• Use Advanced Filters to narrow down workflows by criteria.

• Save custom Smart Lists for quick access later.

These tools make it easier to manage complex automation setups.

FAQ

1. How do I access the workflows list?
Go to Automation > Workflows. You’ll see all workflows with options to create, edit, duplicate, or delete.

2. How do I create a new workflow?
Click + Create Workflow, choose a template or start from scratch, add triggers and actions, test, then publish.

3. How do I set up triggers and actions?
Add triggers with Add New Workflow Trigger, customize with filters, and save. Add actions with the + button and customize them as needed.

4. How do I test and publish a workflow?
Save your changes, run a test with a contact, and then switch to Publish to make it live.