Adding, Editing, and Connecting Elements

Last updated 18 minutes ago

Add elements to your workflow, edit them, and connect them to create complete workflows.

Table of Contents

Prerequisites
Steps
Result

Prerequisites

Before you start:

Have a user with:
- Permissions to use the Engagement Studio.
- Group Supervisor or Manager.
Have the user logged in to the Engagement Studio.
Have created a workflow.
Have created and configure at least one event with name Name and Email for the Workflow.
Have created a contact list with name Visitor Name and Email (Workflows).

TIP: Open the Engagement Studio while following this how to guide.

Steps

1. Open a workflow

Select Engagement in the left sidebar.
Select Workflows.
Open an existing workflow. For example, click on the workflow with name Registration.

2. Add a `Webcare Event` element

Drag and drop a Webcare Event element from the toolbar on the top of of the workflow editor to the workflow canvas.
Enter the element information in the Edit element window:
- Name: Enter a name for the element. For example, Webcare Event.
- Event Name: Select Name and Email for the Workflow.
Select the Context data tab.
Map the context data fields as follows:
- Variable name: visitor_name
  Title: Visitor Name
  Data source: Visitor Name (Event)
- Variable name: visitor_email
  Title: Visitor Email
  Data source: Visitor Email (Event)
Connect the Start element to the Webcare Event element.

NOTE:

visitor_name and visitor_email in column Variable name are the internal names that we give to the fields in the workflow. We can use these names to reference the fields in the next elements of the workflow.
Visitor Name and Visitor Email in column Title are the display names of the fields that you can also use in the next elements of the workflow.
Visitor Name (Event) and Visitor Email (Event) in column Data source are the names of the fields in the event created before starting this workflow.

3. Add an `Add or Remove from List` element

Drag and drop an Add or Remove from List element from the toolbar on the top of of the workflow editor to the workflow canvas.
Enter the element information in the Edit element window:
- Name: Enter a name for the element. For example, Add to List.
- List type: Select Contact List.
- Contact list: Select an existing contact list. For example, Visitor Name and Email (Workflows).
Map the contact list fields as follows:
- Contact list field: Email
  Value type: Select Context data
  Value: Visitor Email
- Contact list field: Name
  Value type: Select Context data
  Value: Visitor Name

4. Add an `End Workflow` element

Drag and drop an End Workflow element from the toolbar on the top of of the workflow editor to the workflow canvas.
Connect the Webcare Event element to the Add or Remove from List element.
Connect the Add or Remove from List element to the End Workflow element.
Click Save in the top right corner of the workflow editor.

Result

After you click Save, the Engagement Studio saves the workflow with the new elements added, edited, and connected. You can now activate and test the workflow.

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