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Workflow Templates

Check out Heartbeat's automated and bulk action workflow templates.

Updated over 4 months ago

Heartbeat has a number of workflow templates ready to help you get started with the power of automation in your community. You'll find them by going to Settings > Workflows > Create Workflow. If you don't find a template you're interested in below, upvote or create a new request for one here.

For each template, make sure to review and change the text in DMs, Emails, Popups, and update any button links that were auto-created with the template.

Onboarding Workflows

Automated

  1. Send a welcome email sequence to new members

  2. Show a welcome popup to new members

  3. Send a welcome DM to new members

  4. Re-engage member prospects that abandon an invitation link

Engagement Workflows

Automated

  1. Show the next course on course completion

  2. Send an email to external RSVPs for an event

  3. Send a notification when someone joins a group

  4. Send a DM to members that RSVP to an event

  5. Congratulate a member for completing a course

Bulk Action

  1. Boost RSVPs for an upcoming event

  2. Send a bulk DM to members

  3. Announce an event to members in a specific location

Payments Workflows

Automated

  1. Send a confirmation when a member joins a paid group

Bulk Action

  1. Announce a new product in the community

Admin Workflows

Bulk Action

  1. Bulk add members to a group

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