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Step : How to Trigger Another Workflow

Created by Faye BSG, Modified on Tue, 16 Apr 2024 at 02:57 PM by Education Team

In this article, we will discuss how to trigger another workflow in your marketing workflow. Doing so can allow you to set up a separate workflow that will proceed while your initial workflow runs and can help you reuse useful workflows. This can be very useful when setting up standard actions for all customers of a certain type or used with conditional split paths.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account
  • An existing Workflow

Step by Step Walk Through

  1. Navigate to the workflow to which you wish to add the Trigger Another Workflow step.

  2. Locate the step you would like the Trigger another Workflow step to follow.  Move your mouse over the small circle below that step, and click the + button when it appears.
    Add additional step

  3. Select the Trigger another Workflow step option.
    Trigger Another Workflow step

  4. Choose any live workflow to trigger, then click Create step to save these settings.
    Create Step

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Manually Trigger a Workflow for a Contact

Workflows can also be manually triggered for a contact in the Contact’s area.

  1. On the left side menu, click on Contacts.
    Step 1 Screenshot

  2. Click on the desired contact.
    Step 1 Screenshot

  3. Click on the Marketing tab and then click the Add to Workflow link.
    Step 1 Screenshot

  4. Select the Workflow you want to trigger for this contact and click on Perform Run Workflow Action.
    Step 2 Screenshot

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