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Workflows Overview
Workflows Overview

Learn about the use cases for automated and bulk workflows in your community.

Updated over a week ago

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.

  • πŸ”„ 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 complete (triggers when someone completes specified courses)

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:

  1. πŸ–ΌοΈ Show popup

  2. πŸ’¬ Send DM

  3. πŸ’Œ Send Email

  4. πŸ”” Send Notification

  5. βž• Add to 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.

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