New Articles

  1. How to Stop a Workflow

    To stop respondents from moving through a workflow, either for all respondents or just a particular group of respondents, add a Stop Step.
  2. How to Delay Workflow Steps

    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.
  3. Using Logic in a Workflow

    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.
  4. Sending Emails through Alchemer Workflow

    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.
  5. Sending Survey Invites and Surveying

    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 functiona...
  6. Workflow Versioning

    As you create and edit workflows, new versions of the workflow are created each time you click publish.
  7. How to Report on a Workflow

    Exporting Survey Response Data from a Workflow The Exports feature in Alchemer Workflow allows users to export a CSV file for every survey linked within a workflow. These CSV exports include all the survey and response data, along with workflow a...
  8. How to Monitor a Workflow

    Once a workflow is published and active, you can monitor the status of each respondent’s run.
  9. How to Publish Your Workflow

    When you are ready to open up your workflow to respondents for the first time, first click “publish” to publish the workflow, then activate it to allow respondents to progress through. If you'd like to stop the workflow at any time, toggle the status to inactive.
  10. How to Test Your Workflow

    After building a workflow, it is important to test each step of the flow. Like Alchemer Survey, Alchemer Workflow utilizes distinct tabs that help with each phase of workflow development and monitoring process.