Workflow

A Workflow in Questera is a powerful automation system that lets you perform backend operations, trigger actions, manage data, and orchestrate tasks without writing code. Think of it as an engine that connects user behavior, business logic, and system actions into one seamless flow.

While Journeys are used mainly for user communication (like emails or push notifications), Workflows handle behind-the-scenes tasks like:

• Tagging users based on actions

• Syncing data with third-party tools

• Triggering internal alerts or updates

• Changing user traits or segment memberships

A workflow in Questera is like a smart decision-making map that helps you control what experience a user should get based on who they are, what they've done, or where they come from. Imagine you're designing how a user logs in, signs up, or views a new feature — and you want different people to see different versions. For example, you might want new users to see a welcome message, returning users to see a personalized dashboard, and users from the US to see pricing in dollars. A workflow helps you build these kinds of personalized experiences visually, using blocks and branches, without writing code. It connects the dots between your audience segments, campaigns, and what should be shown or triggered for each user type.

The beauty of Questera workflows lies in their flexibility and power. You can create multiple "variants" of a campaign (like different UI screens, messages, or actions) and set clear rules on who gets what — based on things like location, behavior, or even A/B test groups. Everything is drag-and-drop, so you’re not building logic in code, but on a visual canvas that feels more like sketching ideas than programming. This makes it perfect for product managers, marketers, or growth teams who want to experiment fast, iterate often, and make data-backed decisions on what user experience works best.