How to Create Automated Campaign Workflows
Workflows automate the entire email process — from trigger to send to follow-up. OutSends workflow builder lets you design visual automation sequences without any coding.
What you'll need
Before you start, make sure you have the following ready.
- An OutSends account
- A clear workflow goal
- Triggers and conditions planned out
Step-by-step guide
Follow these steps to complete the setup.
Define your trigger
Choose what starts the workflow: new contact added, tag applied, form submitted, date reached, or API webhook.
Add action steps
Actions include: send email, add tag, remove tag, add to segment, wait/delay, or send webhook.
Set conditions and branching
Add "if/else" conditions based on contact data or behavior. Route contacts down different paths.
Configure goal completion
Set a goal (e.g., "Booked a demo") that, when achieved, exits the contact from the workflow.
Test and activate
Run through the workflow with test contacts. Verify each path. Then activate for your audience.
Tips for best results
Pro tips to get the most out of this setup.
- Start with a simple linear workflow and add branches only when needed
- Set a maximum number of emails per week to avoid overwhelming contacts
- Log workflow completions so you can measure end-to-end conversion
Frequently asked questions
Can workflows integrate with my CRM?
Yes, OutSends workflows support webhook actions and Zapier integration for CRM connectivity.
What happens if a workflow step fails?
OutSends retries failed steps automatically and logs errors for review.
Can I edit a running workflow?
Yes, changes apply to new contacts entering the workflow. Already-running contacts continue on the original path.
Related guides
Explore more how-to guides for OutSends.
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