Wodify Workflows is a tool that will streamline your processes, automate repetitive tasks, and unlock the full potential of your marketing automation efforts. Enhance engagement, drive growth, and reclaim your time!

Interested in gaining access to Wodify Workflows? Our self-guided setup page walks you through everything you need to start engaging clients, managing leads, and automating tasks. 

Pre-requisite Pro-Tip

Please note that you'll need to have an Admin role in Wodify to view this tool.

What Are Workflows?

Wodify Workflows is your central hub for automation inside Wodify. Each Automation (also called Workflow or Recipe)-made up of triggers and actions—helps you create organized, repeatable processes that run automatically based on what happens in your business.

Workflows operate using Recipes, which are made up of two parts:

• Trigger – The event that starts the workflow

• Actions – The steps that automatically occur once the trigger fires

Example:
When a new lead is created (trigger):

• Enroll the lead into a workflow (action)

• Send a welcome email (action)

• Create a task for your team to follow up (action)

Navigating Workflows

Wodify Workflows is comprised of three main sections with rich features that simplify your workday:

1. Builder
2. Workflow Emails
3. Enrollment

1. Builder

The Builder is where Workflows are installed and created. In this section, you can create custom workflows and install pre-built Wodify bundles.

Tip: For details on how to build your own custom Workflow recipes, check out our full article on The Workflow Builder!

2. Workflow Emails

When you install a pre-built Wodify bundle, all email templates used within the bundle are installed here. You can also create custom email templates to use within your workflows.

Tip: Looking for more details on building your own custom email templates? Check out this article on The Template Builder!

3. Workflow Enrollment

After activating a Workflow, it will show up on your Workflow Enrollment Page, so you can track all your Active workflows and any Leads or Clients currently enrolled.

Tip: To see more exactly who has completed or is currently enrolled in a workflow, click the little "i" icon on the right of Workflow.

How Does it Help My Business?

Utilizing Workflows will help automate administrative tasks in your business, leaving you time to focus on your clients and staff. Not only does this help you to maintain client engagement with less effort, but it also gives a personal touch that increases the likelihood of your leads converting into clients.

Tip: Here is a list of just some of the tasks that Workflows can take off your plate:

• Free Trial / Drop-In Reminders
• Progressions advancement follow-ups
• At-Risk Messaging
• Appointment Follow-ups
• Former Client Re-engagement

FAQs

1. What Workflows are available to me? 

   You can see all the Workflows included in your tier by going to Automations > Builder > Wodify Library. There you will find all the Workflow bundles you can install and use in your account. Installing a bundle will not automatically activate it in your account. To preview what each bundle includes, view this guide: Workflows Customer Touchpoints Guide

2. How do I set up a workflow? 

   We have a dedicated Workflows team that would love to help you get started with this feature! To book your Set Up call, please use this link: Workflows Setup Call

   Alternatively, if you'd like to set up Workflows yourself, please use our self-guided setup page. 

3. How do I know if my Workflows are working?

   There are three main places you can see what your Workflows are doing:

   1. For a general overview- the Automations > Workflow Enrollment page will show you an overview all all your active Workflows, along with current and past enrollments.

   2. For a deep dive into a specific person, the Activity Feed tab on all Lead and Client profiles will track all communications Leads and Clients receive from Workflows 

   3. For a record of all communications sent, the Account > Activity Feed page will show you a record of all activity across your entire Wodify account. You'll be able to filter for workflow-specific activity only.