How to Create a Workflow in Questera

Here are some of the powerful tasks you can automate using workflows:

1. Go to the Workflows Section From the Questera dashboard, look at the left-hand navigation bar and click on “Workflows.”

1. Start a New Workflow On the Workflows screen, click on the “Create Workflow” button. A pop-up will appear asking you to enter a name and description for your new flow. Fill these in and click “Create Flow.”

   
2. Select Campaign and Variant Once your new workflow is created, you'll be taken to a visual canvas with the name of your flow at the top. On the right side of the screen, you'll see two dropdowns:

   

• Choose Campaign – Select the campaign you want this workflow to be tied to. You’ll see a list of all available campaigns.

  
• Choose Variants – After selecting a campaign, choose one of the existing variants that you want to work with.

1. Add Conditions to the Flow Once your variant is selected, you can start adding conditions. Conditions help define when a particular variant should be shown. These could be based on user properties (like location, device type, user role, etc.) or custom traits.

   

   
2. Publish Your Workflow After setting up all the rules and conditions, click on the “Publish” button at the top right of the screen. Your workflow is now live and actively personalizing experiences based on your rules

   
3. Manage Existing Workflows Back on the main Workflows screen, you’ll see a list of all your active workflows. If you ever want to remove one, click the three-dot icon on the right side of that workflow and select “Delete.