Creating a Workflow (mobile Browser) 🔄

When you are in Messaging, tap on Outbox at the bottom of your screen. Then, tap on Workflows at the top of your screen. Tap + Create New

Tap Create from scratch. You also have the option for templated Workflows.

On this screen, let's first title our Workflow "Park" and enter a keyword to associate to the Workflow. This is the first step to any Workflow, and anytime someone texts that keyword into your Gloo phone number, it will trigger the Workflow. For this example, let's use the keyword "park." Note that keywords are not case sensitive, but in order to trigger a Workflow, they must be texted in exactly and alone.

Now that you've created the keyword to trigger your Workflow, tap the Plus Icon to add a step. The steps that are currently available to add are: Send a text, Add or remove from Group or send an Email notification. Gloo+ users have the option to Send Menu and will soon have the option for Branches.

For this Single Step Workflow, we'll just Send a Text. Type out the text you want someone to receive with information about the picnic. Note all of the format options available - inserting images, emojis, videos, data, and Memos. Once you're finished, tap Save.

That's it! Your first text sent in a Workflows will always be sent immediately. Now anytime someone texts in the word "park" to your Gloo account, they'll automatically receive the information!

Note that all Workflows will be turned on by default when you create them. This is shown with a green toggle on your Workflow, as well as another green light on the main Workflows page. You can turn a Workflow off at any time by switching the toggle so that you can keep the Workflow's data around, but prevent any new people from activating it by texting in the keyword.

First, let's create a group for our park get together. Tap the square at the bottom of your screen and switch to People.

Tap Groups and tap + Create a Group.

Name your group and tap Create.

Now navigate back to Messaging -> Outbox -> Workflows and tap on your Park Workflow to edit it and add a step.

Underneath the first text you configured, tap the Plus Icon to add a new step. Let's select Add or remove from group.

Now just set the step to "Add to" the group "Park." It's that easy! Now anyone who texts in "park" will both receive the information AND be added to your Park group so that you can easily send a Broadcast at any time to the whole group with announcements and updates.

When you are in Messaging, tap on Outbox at the bottom of your screen. Then, tap on Workflows at the top of your screen. Tap + Create New

Tap Create from scratch. You also have the option for templated Workflows!

On this screen, let's first title our Workflow "New Attendees" and enter a keyword to associate to the Workflow. This is the first step to any Workflow, and anytime someone texts that keyword into your Gloo phone number, it will trigger the Workflow. For this example, let's use the keyword "new." Note that keywords are not case sensitive, but in order to trigger a Workflow, they must be texted in exactly and alone. (Please note, my screenshot says "new1" as a test because "new" is already in use).

Now that you've created the keyword to trigger your Workflow, tap the Plus Icon to add a step. The steps that are currently available to add are: Send a text, Add or remove from Group or send an Email notification. Gloo+ users have the option to Send Menu and will soon have the option for Branches (should this be a green box callout?)

For this Workflow, let's first send a text to welcome our guest. Type out the text you want someone to receive right away when they opt into your Workflow. Note all of the format options available - inserting images, emojis, videos, data, and Memos. Once you're finished, tap Save.

Now that we've sent a first response to our guest, let's get them added to a group! If you haven't already done so, head over to People -> Groups and tap + Create a Group.

Name your group and tap Create.

Navigate back to your New Attendees Workflow and tap on it to edit it. Underneath the first text you configured, tap the Plus Icon to add a new step. Let's select Add or remove from group. Then set the Workflow to add them to the "New Attendees" group you just created. Now, any guests texting in the "new" keyword, they will automatically be added into a group for easy viewing and tracking later!

Now your guest is in the Workflow and has been added to the group. But maybe you also want your Connections Pastor to be aware of them. No problem! Tap that Plus Icon again to add a new step, and this time choose Email Notification. Select your Connections Pastor to set the Workflow to automatically send them an email notification any time a guest starts the Workflow.

Note: If you haven't already added your Connections Pastor as a Gloo Team Member, check out this article for instructions!

Now that you've handled all of the administrative components, let's start building out more messages to go to our new attendee. Tap the Plus Icon again and select Send a text to add a new message.

Let's type out a message to ask for some feedback. We can use the box on the bottom to configure when that message will be sent out- we'll select one day later at noon. That way any guest who texts in the keyword on Sunday will receive the first text immediately, and this second text on Monday at noon. Or, if they attend Bible study on Wednesday and text in then, they'll receive the first text immediately and the second text on Thursday at noon! Once you have things the way you want, tap Save.

Keep adding as many messages as you'd like! Note that if you want to duplicate a message for easier editing later, you can just tap the copy icon on the right side. You can also use these icons to reorder or delete the steps in your Workflow.

You can add as many steps as you'd like. Make sure to set up your Workflows the way you like before people begin texting into them! If someone completes all steps in a Workflow and then you add more steps later, that contact will not receive the new steps.