Automated recurring tasks, personalize onboarding, and boost engagement in your community with workflows.
Overview Video
Types of Workflows
There are 2 types of workflows you can run in your community.
🔄 Automations: When something happens in your community, you can trigger a set of actions. For example, when a new member joins your community, you can show a popup, send a DM to them, and kick off a welcome email sequence.
⚡️ Bulk Actions: Segment your audience using filters and trigger one-time actions specifically for them. For example, you can filter your free members and show them a popup encouraging them to purchase your premium offering.
Automation Workflows
Automated workflows trigger based on activation events. The current events available to trigger automated workflows are:
On community join (triggers when someone joins your community)
On group join (triggers when someone joins a group of your choosing)
On event RSVP (can trigger for RSVPs on all events, events for a specific group, or specific events. You can also choose between running actions for all RSVP'd guests, internal members only, or external members only.)
On course completed (triggers when someone completes specified courses)
On lesson completed (triggers when someone completes a specified lesson or assignment)
On sign up email captured (triggers when a potential member submits their email address on an invitation link. Once the member makes a purchase or joins the community, any actions that have not yet run will automatically be cancelled.)
Here are some ideas for creating automated workflows:
Send a welcome email sequence to new members
Show a popup or DM to new members
Show the next course on course completion
Send an email to external RSVPs for an event
Send a notification when someone joins a group
Send a DM to members that RSVP to an event
Congratulate a member for completing a course
Send a confirmation when a member joins a paid group
Bulk Action Workflows
Bulk actions can be scheduled for a later date or trigger immediately. This workflow allows you to set up audience filters to focus on the segment of your community you'd like to run the bulk actions on. Some filters you can use include last login, location, groups, events attended, and join date.
Here are some ideas for creating bulk action workflows:
Boost RSVPs for an upcoming event with a popup
Send a bulk DM to members
Announce an event to members in a specific location
Announce a new product in the community
Bulk add members to a group
Workflow Actions
These actions are currently available for workflows:
🖼️ Show popup
💬 Send DM
💌 Send Email
🔔 Send Notification
➕ Add to group
❌ Remove from group
If you don't see an action that you'd like added to workflows, upvote it here or add it as a new request.
Ready to get started? Try one of Heartbeat's workflow templates to see how powerful workflows can be in your community.