# Workflow Automation & Drip Campaigns

> **Source**: [SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A)
>
> <p>Build drip campaigns, set up auto-trigger sequences, create workflows with goals and tracking, and use bulk actions to automate repetitive contact management tasks in SendX.</p>

## Browse Collection

1. [Creating Automated Email Marketing Workflows for Subscriber Conversion Using SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/HHlxWpw5w7cWKEHzHwPyLA.md) (Video)
2. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/VWhXuOSoDFP6zv1u4g7DXA.md) (Video)
3. [Creating Personalized Email Workflows Using Custom Event Data](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA.md) (Video)
4. [Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg.md) (Video)
5. [Creating and Managing Auto Trigger Campaigns on SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg.md) (Video)
6. [Executing Bulk Actions and Managing Contacts in Automation Tool.](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ.md) (Video)
7. [How to setup a new workflow?](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/bQs8W5TMLaQ8faSNAiJDpg.md) (Video)
8. [Analyzing Workflow Reports and Stats](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/q9Wek6C8vWk8WUjlaBt83Q.md) (Video)
9. [Editing and maintaining History of a Workflow](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg.md) (Video)
10. [Setting Goals and Activating a Workflow for Tracking Contact Progress](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g.md) (Video)
11. [Setting Up Triggers for Drip Campaign Subscriptions: Direct, Indirect, and Workflow Methods](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/elySUUmmVvBrRC8ubwhQCg.md) (Video)
12. [Analyzing and Reporting on Drip Campaign Performance](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ.md) (Video)
13. [How to Automatically Stop a Drip Campaign When a Subscriber Replies](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/5171syt9lCSEsqVfBRCbqQ.md) (Video)

---

# VIDEO: Setting Goals and Activating a Workflow for Tracking Contact Progress

## METADATA

- id: QUn7nLtZBthGcP2iOvOL8g
- type: video
- source: SendX
- content_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g

- collection_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A

## TRANSCRIPT

- time: 00:00
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=0
  text: In this video, let's see how to set and track goals in a workflow for effective progress measurement.

- time: 00:05
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=5
  text: This you can create such complex pathways in this workflow and let your contacts follow it and based on certain conditions.

- time: 00:14
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=14
  text: So you can meet all your needs, automations, emails accordingly.

- time: 00:21
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=21
  text: Now, what does goal suggest for this workflow? So you can set a goal for your workflow to track the progress effectively to measure

- time: 00:27
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=27
  text: improvements over time.

- time: 00:29
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=29
  text: Right?

- time: 00:31
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=31
  text: That means let's say you want to track at the end. How many of my contacts who are going through this workflow are successfully added

- time: 00:37
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=37
  text: to my list of event attendees?

- time: 00:42
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=42
  text: Right?

- time: 00:43
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=43
  text: Well, list of event attendees, which we are adding at the end. So you can see how many contacts have entered, like gotten

- time: 00:49
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=49
  text: through that point is your key, and how many contacts have exited your workflow.

- time: 00:56
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=56
  text: You can also measure from that. Right?

- time: 00:59
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=59
  text: You can set a goal over here, and let's say I want to say signups.

- time: 01:06
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=66
  text: Signups workflow, signups workflow.

- time: 01:11
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=71
  text: Right?

- time: 01:12
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=72
  text: I have named this, and let's say.

- time: 01:17
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=77
  text: Okay. After all of this, I can just go ahead and after naming my workflow. I have to activate my workflow and hit

- time: 01:22
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=82
  text: publish.

- time: 01:26
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=86
  text: So by publishing the workflow, now my workflow is activated.

- time: 01:33
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=93
  text: So whenever those exit triggers will, entry triggers will meet, contacts will enter this workflow and proceed

- time: 01:38
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=98
  text: further.

- time: 01:41
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=101
  text: Right?

- time: 01:42
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=102
  text: And from here,

- time: 01:44
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=104
  text: you can see how many contacts have enrolled into your workflow, how many are in active state means in between each node,

- time: 01:52
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=112
  text: in between each steps, between each steps and how many have exited and how many have completed your workflow successfully.

- time: 01:59
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=119
  text: That's it for this video.

- time: 02:01
  url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g?start_time=121
  text: Thank you.

## SUMMARY

# How to Set and Track Goals in a Workflow for Effective Progress Measurement

In this video, we will explore how to set and track goals within a workflow to effectively measure progress and improvements over time. By creating complex pathways in your workflow, you can allow your contacts to follow it based on certain conditions, meeting all your needs for automations and emails accordingly.

## Understanding Goals in a Workflow

Setting a goal in your workflow allows you to track progress effectively. For example, you might want to track how many of your contacts going through the workflow are successfully added to your list of event attendees. This helps you see how many contacts have reached a specific point and how many have exited the workflow.

### Steps to Set a Goal in Your Workflow

1. **Define Your Goal:** Decide what you want to track. For instance, tracking signups for an event.
2. **Name Your Workflow:** Give your workflow a meaningful name, such as "Signups Workflow."
3. **Activate Your Workflow:** After naming your workflow, activate it by hitting the publish button. This will allow the workflow to start processing contacts.

## Monitoring Your Workflow

Once your workflow is activated, you can monitor its progress:

- **Enrolled Contacts:** See how many contacts have entered your workflow.
- **Active State:** Check how many contacts are in an active state, meaning they are between each node or step.
- **Exited Contacts:** Track how many contacts have exited the workflow.
- **Completed Workflow:** Measure how many contacts have successfully completed the workflow.

By following these steps, you can effectively set and track goals within your workflow, ensuring you meet your objectives and measure improvements over time. Thank you for watching!