Every workflow step explained

What each step does, what you fill in, and what to watch for.

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Steps are what a workflow does, in order. You add them from the panel on the right of the editor, grouped as Automated actions, Send, Contact and Other. Every step has a gap before it (Days after the step before and …and hours), counted from the step before.

Before you start

A workflow open in the editor. See Build, explain and switch on a workflow.

Steps

In the panel on the right, click a step. It is added at the end. To put it somewhere else, click the + between two steps on the canvas first.
Click the new step to open it, fill it in, and set the gap before it.
Click Save step. To remove it, click Delete.

What happens next

Automated actions

Wait: pauses for Wait this many days and hours. Nothing is sent by a wait; the next step starts when it is over.
Score the lead: AI reads their form answers, gives a score out of 100, marks good fits Qualified and leaves a note saying why. See Score your leads automatically.
Run an agent: one of your workflow agents reads the contact and what started the run, then does only what you ticked on the agent. Pick it under Which agent; only agents that are turned on are listed.
If / else: coming soon.

Send

Send an email: write the Subject and What it says, click a starter note under Start from:, or describe it and click Write it. It goes from your sending domain.
Send a notification: an email to you or a colleague (Send it to) saying who reached this step, with their name and email. Add a line such as "Call them today". It is not sent to the contact.
Send a text message: The text, up to 320 characters, from your number. {{first_name}} and {{business}} are filled in.
Send a WhatsApp message: The WhatsApp message, from your connected number. Free-form WhatsApp messages are only delivered within 24 hours of the person's last message.
Make a voice call: coming soon.

Until a channel is connected under Settings › Channels, its text or WhatsApp step is skipped and the run carries on.

Contact

Add a tag / Remove a tag: type the tag, such as "welcomed". A new tag is created the first time it runs. Removing a tag somebody doesn't have does nothing.
Move to a pipeline stage: choose the Stage.
Update a detail: choose First name, Last name, Phone or A custom field…, then Set it to a value. Everyone who reaches the step gets the same value.
Add a note: The note appears on their record for whoever opens it next.
Make them a partner: Approved straight away (they are emailed their partner link) or Waiting for you to approve. Skipped when your partner program is off or they have no email address.
Change their partner status: Approved — they can earn or Suspended — they stop earning. Does nothing for somebody who is not a partner.
Unsubscribe them: stops all marketing email to them and takes them off every sequence, this one included, as if they had pressed the unsubscribe link.
Archive the contact: moves them out of the active list. Nothing is deleted; Restore archived contacts on the Contacts screen brings them back.
Unlock a membership: coming soon.

Other

Start another sequence: Which sequence they join when this step is reached. Somebody already on it is left where they are. A workflow cannot start itself.
Send to a webhook: Post to an https address of yours, such as a Zapier or Make hook. It sends the contact's id, name and email, the sequence and the step number.

Troubleshooting

The header says a step is "not ready". Open the step. It says what is missing: "No subject yet.", "Which tag?", "Who gets it?", "Which sequence?" or "Where does it go?". Fill it in and click Save step.

A step I want is greyed out with "Soon". If / else, Make a voice call and Unlock a membership are not available yet.

The webhook step says "It has to start with https://". Paste the full secure address your tool gives you. Addresses on your own network, IP addresses, or addresses with a username and password in them are refused.

Run an agent says "You have no live agent yet." Make one under AI Agents › Workflow agents and turn it on.

The text step never sends. You have no connected phone number, so the step is skipped. Get one under Settings › Channels.

Start another sequence says "It cannot start itself." Choose a different sequence.

Still stuck?

Email support@opusfunnel.com with the page you were on. A person replies, usually within one business day.

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