Workflow editor

The FluenzR workflow editor allows you to visually create your email sequences with an intuitive drag-and-drop interface.

Interface

Main areas

Navigation

• Zoom: Mouse wheel or +/- buttons
• Pan: Left click held on the canvas
• Selection: Click on a node

Node types

Start

The start node is automatically present. It's the entry point of your sequence.

• Cannot be deleted
• Cannot be duplicated
• Only one per workflow

Email

Sends a personalized email to the contact.

Configuration:

Features:

• Rich text editor
• Dynamic variables
• Real-time preview

Delay

Pause between two actions.

Configuration:

Examples:

• "3 days": Waits 72 hours
• "3 business days": Waits 3 days (Mon-Fri), may become 5 calendar days

Condition (Pro Plan)

Creates a branch based on a criterion.

Available criteria:

Structure:

[Condition]
   ├─ If true → [Email A]
   └─ If false → [Email B]

Call and manual task

Put a "to do" task for you in the sequence: a call to make, a letter to send. The sequence continues when you enter the result. See Calls and manual tasks.

End

Marks the end of the sequence for this branch.

• Properly ends the contact's journey
• Can have multiple End nodes (different branches)

Create connections

Connect two nodes

1. Click on the output point (bottom) of a node
2. Drag to the input point (top) of the next node
3. Release to create the connection

Delete a connection

1. Click on the connection (the line)
2. Press Delete or click the trash icon

Edit an Email node

Open the editor

Double-click on the Email node to open the editing panel.

Email subject

{{firstName}}, quick question

Tips:

• Maximum 50 characters
• Use variables to personalize
• Avoid capitals and exclamation marks

Email content

The editor offers:

Advanced options

Workflow best practices

Recommended structure

An effective sequence:

[Start]
    ↓
[Email 1] - Introduction
    ↓
[Delay 3 days]
    ↓
[Email 2] - Value proposition
    ↓
[Delay 4 days]
    ↓
[Email 3] - Last chance
    ↓
[End]

Optimal number of emails

Delays between emails

Warning Delays that are too short can annoy your prospects. Delays that are too long lose momentum.

Conditional workflows (Pro Plan)

Example: Follow-up based on open

[Email 1]
    ↓
[Delay 3 days]
    ↓
[Condition: Email 1 opened?]
   ├─ Yes → [Email 2: Personalized follow-up]
   └─ No → [Email 2: New angle]

Example: Qualification based on click

[Email with 2 links]
    ↓
[Delay 2 days]
    ↓
[Condition: Click on link A?]
   ├─ Yes → [Email focused on solution A]
   └─ No → [Condition: Click on link B?]
              ├─ Yes → [Email focused on solution B]
              └─ No → [Generic email]

Keyboard shortcuts

Troubleshooting

"Invalid workflow"

Verify that:

• All nodes are connected
• There are no loops
• Each branch ends with an End node

"Email without content"

Each Email node must have:

• A non-empty subject
• Non-empty content

Unconnected node

A grayed-out node or one with a red indicator is not connected. Link it to the workflow or delete it.