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1. Set Variable

The Set Variable action allows you to assign a value to a workflow variable. Variables are placeholders that store information during a workflow, and you can define them at any point.
With this action, you assign a value to an existing variable or create a new one on the fly. Use case examples:
  • Storing a contact’s first name, last name, email, or phone number into a workflow variable
  • Saving a user’s response (e.g., “preferred delivery time”) for later use in the workflow
  • Initializing a variable with a default value

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2. Clear Workflow Variable

The Clear Workflow Variable action removes the stored value of a workflow variable. This resets the variable, making it empty or undefined for the remainder of the workflow unless assigned again. Use case examples:
  • Clearing temporary variables after they are no longer needed
  • Resetting session-based data before starting a new flow for the same contact
  • Ensuring outdated values (e.g., old cart information) don’t interfere with a new session
When using workflow variables, keep in mind that they are session-based. This means they are reset each time the workflow is triggered or run, preventing data from carrying over between sessions.

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3. Condition

The Condition action allows you to define branching logic within a workflow. Conditions check whether specific rules are met (e.g., variable values, user attributes, or workflow state).
Based on the results, the workflow can continue along different paths.

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How It Works

  • Add one or more if/else conditions
  • Each condition can check a variable, input, or attribute
  • Define actions for when the condition is true (IF) and when it is false (ELSE)
Use case examples:
  • If contact’s subscription status = active, send premium content; else, prompt them to subscribe
  • If cart value > $100, trigger a discount offer; else, continue checkout flow
  • Route contacts to different support teams based on their selected department

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4. Trigger Workflow

The Trigger Workflow action allows you to start a different, predefined workflow from within the current one. This makes workflows modular and reusable, as you can break down complex automations into smaller flows and call them when needed. Use case examples:
  • Triggering a welcome workflow after a new user subscribes
  • Starting a payment verification workflow during checkout
  • Linking multiple workflows together to handle multi-step processes

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5. Delay

The Delay action pauses the workflow for a specified period before moving to the next step. You can set either a fixed delay (e.g., 30 seconds, 5 minutes, 1 day) or a randomized delay within a given range to create natural timing. Use case examples:
  • Adding a 30-second delay before sending a follow-up message, making the response feel natural
  • Waiting 1 day before sending a reminder message
  • Randomizing delays between 2–5 minutes to stagger message delivery across contacts

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6. Randomizer

The Randomizer action splits the workflow into multiple paths, with each path selected based on probability. You can define the number of paths and assign probabilities to each.
The total probability across all paths must equal 100%. Use case examples:
  • Running A/B tests by randomly assigning contacts to different message variations
  • Distributing leads across different sales agents in a randomized way
  • Creating multiple engagement sequences and rotating them randomly to avoid repetition