Workflow Templates

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

Updated over a week 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


  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

Engagement Workflows


  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


  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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