This is available on Subscription Tiers: 

Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

The Builder is a powerful tool within Wodify Workflows that allows you can create your own custom automation recipes or edit pre-built recipes installed in your account.

Pre-requisite Pro-Tip

You need admin permissions to view and edit recipes in the builder.

The Basics of Building

This step-by-step visual guide will walk you through the basics of triggers, actions, using data pills, and testing your work.

Note: We have included basic recipe templates in the Starter Pack bundle to help accelerate your custom recipes.

Monitoring for Errors

This step-by-step guide and video will show you how to build error monitoring into your custom recipe. This is highly recommended!
 

Enrollment and Unenrollment

We recommend adding these actions to your custom workflows. Enrolling and un-enrolling a lead or client allows you to track their enrollment status within their Wodify profile.

Cloning Pre-Built Recipes

If you want to make any customizations to the pre-built Wodify Bundles, make sure to clone them and move them over to the My Bundles > Recipes folder. 

When we run an update, all customizations within the Wodify Bundles will be lost and revert to the original, so storing a copied version in the My Bundles folder allows you not to lose access to any changes you've made.

To clone a recipe, simply click into the recipe, click the three dots in the top right of the screen, and then click Clone:

For Safari Users

For some Mac users, the builder shows as a white screen in the Safari internet browser, due to cross-site tracking settings. This can be corrected by turning off Prevent Cross-Site Tracking in your Safari settings.