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Adomation Workflows

Easily Design and Automate Marketing Workflows

How to choose the right step type

 
Here is the complete list of available steps types and their properties.
 

Simple

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It displays a description, then waits for the user to click Next button.
 
You can use it to display some information and instructions before going further.
 

Folder

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It displays nothing but immediately runs the very first child step.
 
You can use it to organize your processes in a more logical way by combining steps into isolated sequences. You can also nest folders within folders.
 

Skip

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Does nothing, doesn’t go into child steps.
 
You can use it as a default case in switch steps. Or you can temporarily disable some steps, including their children.
 

Switch

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Displays the description, then enables the user to choose between next child steps by clicking on corresponding buttons.
 
You can use it to organize “if-then” or “choose between A, B and C” scenarios. And, if you want the very next step to be executed after the user made the choice, you can use Skip step type in the corresponding child step.
 

Goto

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Immediately jumps to a selected step.
 
You can use it to organize your Switch scenarios. For example: if the user decides: “I want to start over”, you can redirect him to the very first step of the process this way.
 

Input Text

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Displays a description, then asks the user for the input.
 
You can use it to organize interaction with the user by asking her questions, providing her with a way to log her actions, do researches, etc.
 
You can also save user’s input into a named variable, then use it in any texts throughout current session via built-in text template engine.
 

Output Text

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Output description and the text to the user, then waiting for the Next button.
 
Technically speaking, it’s similar to a Simple step type with the only difference: here you can output two pieces of text instead of just one. It may be useful in some complex scenarios.