Transitioning Between Events in Workflows

Modified on Mon, 26 Aug at 6:29 PM

The "Go-To" feature in Workflows enables seamless transitions for contacts between different events. This tool is particularly useful in intricate workflows with multiple branches, allowing you to move contacts forward in the process without the need to replicate actions across the workflow. 

Go-To Event


Creating Connections

To establish a path between events, choose the steps highlighted in light green. By clicking on one of these steps, you'll set up a direct connection between events. 

Connect Dots


Path Creation Process

Paths can be created in two ways: you can manually drag a light green dot to connect with a dark green dot, or simply click on the dark green dot to automate the connection. Once the dots are linked, any contact that reaches the Go-To step will automatically proceed to the connected event. For example, once at the Go-To step, contacts might be directed to the "Remove Contact Tag" action without further intervention. 

Created Path


Removing a Path

To disconnect a path, click on the unlink icon and choose "Remove Path." 


Delete Path


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