Building a Workflow

The Build Tab is where you will build a workflow. You can access the Build Tab by creating a new workflow or clicking into an existing workflow.

Sometimes Alchemer Workflow users require multiple respondents to participate in the workflow in a linear way (or a series of responses from the same respondent). This is common for approval workflows. When a workflow user sends a survey invitatio...

As you create and edit workflows, new versions of the workflow are created each time you click publish.

Survey Invite Step The Survey Invite step of a workflow is how surveys are delivered to respondents. The Survey Invite step functions like a typical  email campaign within Alchemer  and has similar customization and functionality. Su...

The Send Email Step sends an email notification to an identified recipient. This recipient could be a customer or an internal stakeholder, like a member of your customer support team.

Like Alchemer Survey, If/Else Logic can be applied to workflows in Alchemer Workflow. If/Else Logic orchestrates what subsequent steps are taken according to defined conditions.

Sometimes it is advantageous to add a delay in between workflow steps. This helps to stagger workflow steps and creates a more natural experience for recipients.

To stop respondents from moving through a workflow, either for all respondents or just a particular group of respondents, add a Stop Step.

Once configured, many external systems can pass custom or pre-set fields over to Alchemer Workflow. You can use these fields in merge codes, logic, and other Workflow features.