How to Create Workflows

By using our simple rule builder, you can create automation rules to handle repetitive tasks in your workflows. This will help you save time and cut down on manual work so that your team can focus on what matters most.

The rule builder is made up of 3 parts:

• The event (trigger)- Events are triggers that kickstart the activation of a rule. They outline the kind of occurrence that will cause Distrobird to review the conditions of your rule and determine whether they have been met.
• If (filters)- Filters are an optional part of a trigger that can be used to narrow the scope of triggers to determine whether or not a rule will be activated. Filters are only considered when a trigger is fired.
• Action- Actions specify what will happen when a rule is met.

When these components are combined, it creates a rule. For example, when X event happens (event), if Y conditions are met (filter),  then do Z (action).

 

Follow these steps to create a rule:

1. Select Automations from the hamburger menu on the side navigation. This will take you to your All Sequences page, where you can navigate through the Sequence and Workflow tabs.
2. Select the Workflow tab. This will take you to your All Workflows page.
3. On your All workflows page, select a workflow you want to build and rule for to open the rule builder.
4. On the rule builder page, click +Add events. This will open the event dropdown. Scroll through the available options and select an event. The event options available are:
   • • SMS
       • When a message is received
       • When a message is sent
     • Email
       •  When a message is received
       • When a message is sent
     • Calls
       • When a call is received 
       • When a call is missed
       • When a call is made
       • When a call is logged
5. After choosing an event, you can add filters by clicking the Then button to add a filter. Note: Adding a filter is completely optional; rules can be created without them. To add a filter: 
   • • • Select the “If statement” from the Then dropdown
       •  Next, +Add filter. Select a filter from the dropdown and enter a value. Note: You can add as many filters as needed to indicate when a rule should be triggered. To add more filters repeat step 5.
6. Next, add an action to define what happens when the filter conditions are met. To do this, click Then and select Action from the dropdown.
7. Click on the Select Action button and select an action that you want to be carried out when this rule is triggered. The actions available are:

Send SMS

1. To select this option, click Send SMS from the Select Action dropdown.
2. In the Wait field, enter a time interval before the message is sent to the contact and click on the dropdown next to it to select a time unit.
3. Next, compose your sms message in the message box, or click on the template icon to insert a template
4. Click Save changes. Once the rule is triggered and your set filters are met, contacts will be sent the saved SMS. 

Send Email

1. To select this option, click Send Email from the Select Action dropdown.
2. In the Wait field, enter a time interval before the message is sent to the contact and click on the dropdown next to it to select a time unit.
3. Next, in the From field, enter the email address you want to send the email from.
4. Enter a subject for the email in the Subject field. 
5. Next, compose your message in the message box, or click on the template icon to insert a template.
6. Click Save changes. Once the rule is triggered and your set filters are met, the contacts will be sent the saved Email.

Exit From Sequence

1. To select this option, click Exit from sequence from the Select Action dropdown.
2. Next, click on the dropdown and select the sequence you want the contacts to be removed from. Note: you can select multiple sequences.
3. Click Save Changes. Once the rule is triggered and your set filters are met, the contacts will be removed from the selected sequences.

Add to DNC

1. To select this option, click Add to DNC from the Select Action dropdown.
2. Next, check the appropriate box to add the contacts to your DNC or Blocklist.
3. Click Save Changes. Once the rule is triggered and your set filters are met, the contacts will be added to your DNC or blocklist.

Add to Campaign

1. To select this option, click Add to Campaign from the Select Action dropdown.
2. Then, from the dropdown, select the campaign you want the contacts to be added to. Note: you can select multiple campaigns.
3. Click Save Changes. Once the rule is triggered and your set filters are met, the contacts will be added to the selected campaigns

 

Create Task

1. To select this option, click Create Task from the Select Action dropdown and fill in the following fields.
   • Title- In this field, give the task a name. The name should reflect the purpose of the task in a few words.
   • Priority- Click on this dropdown to select the task's level of importance.
   • Task Type-Click on the Task type dropdown and select the task type that best fits the task you are creating from the dropdown.
   • Assigned To- By default, a task is assigned to the user who created it. If you want to change the assignee, click on the Assigned to dropdown and choose a different member of your team to assign the task to.
   • Notification Preference- click on the notification preference dropdown to select a time you wish to be reminded of the set task.
   • Receive Notification- Here select how you would like to be notified about the task. Check the box next to your preferred option. Note: You can select multiple options.
   • Note-If there’s any additional information worth noting, include it here.
2. Click Save Changes. Once the rule is triggered and your set filters are met, the set task will be automatically created.

If you have additional questions regarding automation rules in Distrobird, do not hesitate to contact us at [e-mail]; a member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.

Happy selling!