# Recommended videos > **Source**: [SendX](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b) ## Browse Collection 1. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 2. [Creating Embedded Forms in SendX and Integrating Them into Your Website](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/FG03O1Kmqgx0Epo1OAo3Ew.md) (Video) 3. [Navigating Dashboard Settings and Analyzing Deliverability Reports](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/acl6Oa7C3oBwh1ee8Uu4AQ.md) (Video) 4. [Inbox Warmup Addon](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/VFkBHhfWEOkfFSVfLIBD2A.md) (Video) 5. [How to setup a new workflow?](https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) --- # VIDEO: How to setup a new workflow? ## METADATA - id: bQs8W5TMLaQ8faSNAiJDpg - type: video - source: SendX - content_url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg - collection_url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=0 text: In this video, let's see how to create and customize a new workflow. - time: 00:05 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=5 text: First of all, navigate to the workflows section and let's create a new workflow. - time: 00:10 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=10 text: Now, you'll have all these pre-created templates that you can use. - time: 00:14 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=14 text: But for this video, let's start from scratch. - time: 00:20 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=20 text: What is a workflow? - time: 00:22 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=22 text: Workflow is basically a process or a pathway that your contacts can follow according to your needs. - time: 00:28 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=28 text: It can be an automation with sending emails, updating your contacts, and much more, followed by certain conditions and - time: 00:34 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=34 text: triggers. - time: 00:38 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=38 text: First, the trigger node, which is the initial node, has these enter triggers, audience filters, exit triggers and - time: 00:44 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=44 text: contact exclusion section. - time: 00:46 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=46 text: These triggers determine at what precise conditions your contacts should enter the workflow or exit the workflow or get excluded - time: 00:52 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=52 text: from the workflow. - time: 00:54 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=54 text: Let's understand each one of those. - time: 00:57 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=57 text: First, let's start with entry triggers. - time: 01:00 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=60 text: Whenever these trigger conditions are met for any contact, then it has access to enter this workflow. - time: 01:06 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=66 text: Let's say, if a contact has been subscribed to a list, customer sign-up list. - time: 01:12 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=72 text: That is, if some contacts have signed up on my website and I'm adding that contact to customer sign-up list. - time: 01:18 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=78 text: Then this contact will enter this workflow. - time: 01:22 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=82 text: Now for each trigger, we also have a filter. - time: 01:25 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=85 text: Let's say they should not be just a signed up customer, but also have a classic tag assigned to them. - time: 01:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=90 text: If these conditions are met, then only that contact will enter my workflow. - time: 01:35 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=95 text: You can add multiple such entry triggers over here, which are in OR condition. - time: 01:40 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=100 text: So if any one of these triggers is met, then it will enter my workflow. - time: 01:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=105 text: Now, in extra options, we have audience filters. - time: 01:49 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=109 text: Audience filter is basically a grouping of your contacts that is to be considered for this workflow. - time: 01:55 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=115 text: Let's say, I would say only consider contacts who have a custom field whose age is greater than eighteen. - time: 02:01 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=121 text: So, contacts which are greater than 18 years of age are considered for my workflow. - time: 02:06 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=126 text: And out of these contacts who are signed up and who have classic tag assigned will enter my workflow. - time: 02:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=131 text: Now you can add multiple such audience filters over here. - time: 02:15 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=135 text: And if any one of them is met, then it will be considered for my workflow. - time: 02:20 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=140 text: Next, what are exit triggers? - time: 02:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=143 text: Whenever any of my exit triggers are met during the workflow execution, - time: 02:26 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=146 text: then that contact will exit my workflow. - time: 02:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=150 text: So, let's say, if I remove the "classic" tag at any point of time for that contact, it will exit my workflow. - time: 02:37 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=157 text: Next, what does exclude contacts do? - time: 02:40 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=160 text: Let's say a contact has entered my workflow at this moment of time. - time: 02:44 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=164 text: And I say, don't let my contact enter again in any condition again to this workflow? - time: 02:50 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=170 text: So I would say the contacts who have entered my workflow in the last two days shouldn't enter again. - time: 02:55 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=175 text: Like this, you can exclude those contacts. - time: 02:59 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=179 text: Now you can save all of this. - time: 03:02 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=182 text: Now based on all these triggers and conditions set up, contacts will enter or exit the workflow. - time: 03:10 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=190 text: Now, to add further steps to your workflow, click on plus icon and you have all these steps to add. - time: 03:17 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=197 text: Let's say contacts should get delayed after entering the workflow, we can add a delay step and set it for certain time. - time: 03:25 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=205 text: Now after three hours, I want to send them an email. - time: 03:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=210 text: So we can add this email step. - time: 03:33 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=213 text: After getting this email, they should get evaluated through a condition. - time: 03:38 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=218 text: So, let's define a condition step with a custom field age, and having age greater than 25. - time: 03:51 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=231 text: So if their age is greater than twenty five, then they will go into the yes condition path. - time: 03:57 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=237 text: Or if not, they will go into the no condition path. - time: 04:01 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=241 text: In "yes" condition pathway, I will send them an email. - time: 04:05 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=245 text: Let's enter email name, subject, preview text, the sender. - time: 04:10 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=250 text: I can also edit this email according to my needs with pre-defined templates. - time: 04:19 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=259 text: Let's say I want to send them to explore Send X. - time: 04:24 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=264 text: Then, let's save and continue. - time: 04:27 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=267 text: Now my email is created. - time: 04:30 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=270 text: So whoever are age of about 25 will go in here and who are not will be added to a delay. - time: 04:36 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=276 text: Let's now let them not continue for the next two days. - time: 04:40 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=280 text: And after the split, contacts will be joining over here. - time: 04:44 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=284 text: Now for all these contacts, I can perform a certain action. - time: 04:49 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=289 text: So at this point, contacts should be subscribed to a list. - time: 04:53 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=293 text: Let's ass them to event attenders list. - time: 04:56 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=296 text: As I want them to attend a tech fest. - time: 05:00 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=300 text: After adding them to this list, let's say I want to experiment on them. - time: 05:05 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=305 text: So I can split these contacts. - time: 05:08 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=308 text: Let's say with an eighty twenty ratio. - time: 05:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=311 text: So 80 percent of those contacts, will go into path A, and 20 percent of the contacts will go into path B. - time: 05:17 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=317 text: And for contacts in path a, I want to subscribe them to a drip. - time: 05:22 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=322 text: I have a drip of sign up follow ups. - time: 05:25 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=325 text: I will subscribe them to this drip. Here, I can preview this drip and then save it. - time: 05:31 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=331 text: Like this, you can create such complex pathways in this workflow, catering all your needs based on certain triggers and - time: 05:36 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=336 text: conditions. - time: 05:38 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=338 text: Here, you can setup a goal for your workflow to track how many contacts reached your goal for this workflow. - time: 05:45 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=345 text: So, let's say you want to track, how many of my contacts who are enrolled in this workflow are successfully added to my list of - time: 05:51 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=351 text: event attendees. - time: 06:08 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=368 text: Which we are doing at this step of the workflow. - time: 06:11 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=371 text: So you can see how many contacts have entered and have gone through this step and how many contacts have exited your workflow. - time: 06:23 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=383 text: Now, after setting up the goal, let's name the workflow. - time: 06:28 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=388 text: signups workflow - time: 06:33 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=393 text: Then, for this workflow to work, I have to activate my workflow and publish it. - time: 06:39 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=399 text: So by publishing the workflow, my new workflow is created and activated. - time: 06:50 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=410 text: Now from here, you can see high level stats of how many contacts have enrolled, how many are in active state, means - time: 06:56 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=416 text: in between steps, and how many have exited and how many have completed the workflow. - time: 07:01 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=421 text: That's it for this video. - time: 07:04 url: https://video.sendx.io/e809c77c-5868-46c9-a9f4-b0e8cf373e3b/bQs8W5TMLaQ8faSNAiJDpg?start_time=424 text: Thank you for watching. ## SUMMARY # How to Create and Customize a New Workflow In this video, we will learn how to create and customize a new workflow from scratch. A workflow is essentially a process or pathway that your contacts can follow according to your needs. It can automate tasks such as sending emails, updating contacts, and more, based on specific conditions and triggers. ## Step 1: Navigate to the Workflow Section First, navigate to the Workflow section to create a new workflow. You will find pre-created templates available, but for this guide, we will start from scratch. ## Step 2: Understanding Workflow Triggers - **Entry Triggers:** These determine when a contact can enter the workflow. For example, if a contact subscribes to a customer sign-up list, they can enter the workflow. You can add filters, such as requiring a specific tag, to refine entry conditions. - **Audience Filters:** These group contacts for consideration in the workflow. For instance, only contacts over the age of 18 may be considered. - **Exit Triggers:** These determine when a contact should exit the workflow. For example, if a tag is removed from a contact, they may exit the workflow. - **Exclude Contacts:** This option prevents contacts from re-entering the workflow within a specified timeframe, such as two days. ## Step 3: Adding Steps to Your Workflow To add further steps, click on the plus icon. You can add various steps, such as: - **Delay Step:** Delay the workflow for a set time after a contact enters. - **Email Step:** Send an email after a delay. Customize the email with templates and set conditions for sending. - **Condition Step:** Evaluate contacts based on conditions, such as age, and direct them down different paths (Yes/No). ## Step 4: Performing Actions After splitting contacts based on conditions, you can perform actions such as: - Subscribing contacts to a list, like an event attendees list. - Experimenting with contacts by splitting them into different paths (e.g., 80-20 ratio) and subscribing them to a DRIP campaign. ## Step 5: Setting Goals and Tracking Set up a goal to track how many contacts reach a specific step in the workflow. Monitor stats such as how many contacts have enrolled, are active, have exited, or completed the workflow. ## Step 6: Naming and Activating the Workflow Finally, name your workflow (e.g., "Signups Workflow") and activate it by publishing. This will enable the workflow to function and provide high-level statistics on its performance. That's it for this video. Thank you for watching!