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Add to Workflow Action in Stack

The Add to Workflow action in Stack is a powerful tool that automates the movement of contacts into specific workflows, ensuring smooth transitions between different stages of engagement. This guide will walk you through what the Add to Workflow action is, its benefits, how to set it up, and some real-world examples of its use. We'll also tackle common questions in the FAQ section.

Table of Contents​

What is the Add to Workflow Action?​

The Add to Workflow action allows you to automatically add contacts to another specified workflow. This is particularly useful for guiding contacts through different stages of their journey, ensuring they receive the right information at the right time. You can also use the Pass Input Trigger Parameters option to carry data from the original workflow into the new one, enabling more personalized automation.

Example: After a customer books an appointment, you might want to automatically add them to an "Appointment Follow-Up" workflow that sends confirmation details and reminders.

Key Benefits​

  • Seamless Contact Transitions: Automatically move contacts between workflows for a smooth handoff from one stage to the next.
  • Data Consistency: Maintain important trigger data across workflows, ensuring no key information is lost.
  • Time-Saving Automation: Reduce the need for manual management of customer transitions, saving time and resources.
  • Enhanced Customer Experience: Ensure timely follow-ups, confirmations, and reminders to keep customers engaged and informed.
  • Scalability: Easily scale your automation processes as your business grows without manual adjustments.

How to Set Up the Add to Workflow Action​

Follow these steps to configure the Add to Workflow action in Stack:

  1. Navigate to the Workflows menu under the Automation section.
  2. Click the + Create Workflow button at the top right corner and select + Start from Scratch from the dropdown menu to enter the workflow builder.
  3. Click the + button to view the list of workflow actions.
  4. Scroll down and select the Add to Workflow option to configure the settings.
  5. Name the Action: Give your action a descriptive name for easy identification. For example, "Add to AI Appointment Booking Workflow."
  6. Select the Target Workflow: Choose the workflow to which the contact will be added, such as "AI Appointment Booking."
  7. Enable Pass Input Trigger Parameters (Optional): If you wish to transfer data from the initial trigger into the new workflow, enable this option. This can include contact details, booking dates, or other key information.
  8. Click Save Action at the bottom to save your settings before returning to the workflow builder.
  9. Test and Save: Run a test to ensure the action performs as expected. Remember to save your draft before exiting the workflow builder to continue from where you left off.
  10. Publish the Workflow: Once verified, activate the workflow using the toggle option.

Use Cases​

  • Automatically transition contacts to follow-up workflows after specific actions like booking an appointment or completing a purchase.
  • Maintain engagement by sending timely reminders and confirmations.
  • Personalize customer interactions by transferring relevant data between workflows.

FAQs​

Q1: Can I add a contact to multiple workflows simultaneously?

No, the Add to Workflow action adds a contact to one workflow at a time. However, you can configure multiple Add to Workflow actions within your automation to achieve this.

Q2: What happens if I enable Pass Input Trigger Parameters?

Enabling this option transfers data from the initial trigger (such as contact details or booking dates) into the new workflow, allowing you to personalize subsequent actions.

Q3: Can I remove a contact from the previous workflow after adding them to a new one?

No, the Add to Workflow action does not remove contacts from previous workflows. To remove a contact, you must configure a separate Remove from Workflow action.

Q4: How do I know if Pass Input Trigger Parameters is working correctly?

You can test your workflow before activating it to ensure data is transferred as expected.

Q5: When using the Add to Workflow action, what trigger should I use to start the next workflow?

You don't need to manually set a trigger for the workflow receiving contacts via the Add to Workflow action. The system automatically enrolls contacts into the next workflow where it begins. Simply design the new workflow assuming contacts will be added by automation and start with your desired first action, such as sending an email or creating an opportunity. If you enable Pass Input Trigger Parameters, you can further personalize these steps using data from the original workflow.