Workflows in Finalsite automate a timed series of messages sent to specific constituent groups based on trigger events, such as a new inquiry or enrollment milestone. This article introduces the Workflows module, its components (triggers, steps, delays, and conditions), and the basic setup process.
💡Quick answers
- What is a Workflow in Finalsite? An automated sequence of messages (email, SMS) sent to a defined audience over time based on a trigger event — used for admissions nurturing, enrollment follow-up, and onboarding.
- What are the core components of a Workflow? A trigger (what starts the workflow), steps (individual messages to send), delays (time between steps), and conditions (optional rules that determine if a step is sent).
- Getting started with your first Workflow? In the Workflows module, click Create Workflow, name it, configure the trigger and audience, add your first message step, set a delay before the next step, and activate it when ready.
- Can Workflow messages be sent via multiple channels? Yes; each step can send via email, SMS (if Messages XR is enabled), or other available channels; configure the channels per step.
Workflows allows site admins to set up a series of messages to automatically send to constituents over an extended period of time. Add complexity to the workflow by adding a branch based on whether the constituent opened or clicked on a link in the previous message.
Step 1: Compose your messages
In order to create a workflow, you must have messages to send with it. Composing a workflow message is just like composing a regular message, and it even takes place within Messages. Find out more in Compose a workflow message.
Step 2: Design your workflow
A workflow is built out of messages and branches. Select your goal and your entry trigger, then add steps to create a path--or multiple branching paths--for the subscriber to follow. Refer to Build a workflow for more information.
Step 3: Add subscribers
Subscribers may be added by group membership based on an Automatic Entry Trigger, or you may want to add subscribers manually, by individual or by group. More details about this process are available in our Subscribe users to workflow article.
Step 4: Review activity
Once your workflow is active, you can see subscriber activity on the Stats and Activity tabs. Find out who has gone down which path, who is subscribed and unsubscribed, and more in these sections. See Monitor workflow activity for more.
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