Using Different Node Types

In this guide you'll learn about different node types and how you can use them to create behavior-based workflows. See this article to learn how to create and edit workflows.

Triggers

Trigger

A trigger is a moment in time when the user enters the workflow. For example, workflow can start once they join a segment or perform a custom event.

Once the user joins the workflow, it doesn’t matter whether they meet that criteria any longer: they’ve already started moving forward.

Editing an trigger node in Userlist workflows

A workflow can have more than one trigger. In this case, the workflow will start as soon as any of these triggers happen. To add another trigger, just drag a trigger from the menu next to the existing one.

Using multiple triggers in Userlist workflows

Learn more about behavior triggers in this article.

Actions

Send Email

This node allows you to send an email message to the user.

Editing an email message node in Userlist workflows

To see message stats, head over to the Performance tab and select the desired time period.

See these articles for details:

Send In-app Message

This node allows you to send an in-app message to the user. These messages are perfect for conveying non-critical information, when you don’t want to bother your customers with a proper email. Keep in mind that in-app messages expire after 14 days if they aren’t read.

Send Internal Note

This node allows you to send internal notifications to your team members via email. For example, you can let them know about a promising trial or a customer with high churn risk.

These emails will be sent from Userlist to the recipient you specify. You can edit the body of the email similar to regular messages, and include Liquid tags with properties for this specific user.

At the moment, we only allow sending such note to one email address at a time. To include another address, simply add another node next to this one.

Update User

This node allows you to update one or more properties in user’s profile. This can work similar to tagging users, but in a more structured way. For example, in your lead magnet workflow you can assign a lead_magnet property with the value describing what lead magnet they received.

To add a new property that's not in the dropdown yet, just type its name.

At the moment, we only allow updating strings, numbers, and booleans to static values. We deliberately ignore date, array, and object types. You also can't do anything dynamic like incrementing or appending.

We recommend to use properties outside your integration plan, so that the values are not overwritten during the next API update.

Create Event

This node allows you to create one or more custom events in the user's timeline. To add a new event that's not in the dropdown yet, just type its name.

For this, you can safely use events from your integration plan, because they live in the timeline and won't overwritten.

Controllers

Time Delay

This node allows you to delay the next event for a certain period of time. You can also select specific days of the week for the worfklow to continue.

Editing a time delay node in Userlist workflows

Wait Until

This node allows you to delay the next event until something specific happens. For example, you can wait until they start using a certain feature, or become a paying customer.

Condition

This node allows you to split the workflow in two paths based on a certain condition being true or false. For example, you can create a path for users who have started using a certain feature, and those who haven’t.

Conditions work similar to filters. You can create conditions based on user properties, events, segments, email behavior, forms, etc.

Here's how a blank condition looks after you place it into the workflow:

A blank condition split in Userlist workflows

Then you can add multiple nodes, like time delays and messages, or even other conditions, to both branches:

Using conditions in Userlist workflows

Multiple Split

This node allows you to split the workflow into multiple paths. For example, you can create different paths based on their billing plan or role. You can add up to 5 paths, plus we’ll create a fallback “else” path automatically.

Multiple split works based on one property. First, you select that property. Then you specify its possible values to configure each path.

In the example below, the multiple split is based on the user property role.

Editing a multiple split node in Userlist workflows

Split Test

This node allows you to randomly split the workflow into several paths, so that you can test different journeys for each path. You can have anywhere from 2 to 5 paths with different percentages.

As you drag the slider, we'll adjust percentages on other paths. To distribute users equally, press "Equalize paths" link on the bottom.

Editing a split test node in Userlist workflows

Users are distrubuted into these paths on a random basis. If the workflow is repeatable and the same user goes through it more than once, the next time we'll try to put the user into a different group.

Teleport

This node accelerates (pulls) the user into this location from any other location above, as soon as they meet the teleport condition.

For example, you can place a teleport right before a workflow exit. This way you will have an exit condition that stops the campaign immediately.

Exit

This node allows you to stop execution of a worfklow. Once a user reaches this node, the workflow will stop immediately and cannot be resumed.

Your workflow should have at least one main exit, which is added automatically in the bottom. To create additonal exits, drag an Exit node from the left-side menu to the desired location.

Exit conditions. If you need one big exit condition for your workflow — similar to exit conditions in legacy campaigns — you need to place that condition into a Teleport node before the main exit.

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