Setting up an automation workflow requires adding a trigger condition that dictates or governs which members enter (or are eligible to enter) the workflow.

When does a member enter a workflow?

It's important to note that the members who enter the workflow are those who match the trigger condition after the workflow has been activated.

Anyone who is eligible to be in the workflow will not enter it if they're in the target audience prior to the workflow being activated. In other words, any member - despite being eligible to be in the workflow - will not enter the workflow unless they become eligible after the workflow was activated.

Let's take an example -

Suppose you want to reactivate top contributors in your community. For this workflow - you will set the entry condition to target members who are Level 3 contributors and have been Inactive in the Last 7 days.

When you activate this workflow -

  • It will NOT target members who are already Level 3 contributors but only those who become Level 3 contributors after the workflow is live.

  • It will NOT target current members who have been inactive in the last 7 days but a new member who became inactive within a week prior to when the workflow went live.

Since there are two conditions here, both will need to be satisfied i.e. only if a member who entered Level 3 and became inactive within a week prior to the workflow being activated, will enter into this workflow.

Let's take another example -

Suppose you want to tag members who became part of (or joined) a channel in your community. For this workflow - your entry condition will only include a filter for a specific channel.

When you activate this workflow -

  • It will NOT target members who are already a part of that channel but only new members who join from here onwards.

  • It will NOT tag members who are already a part of that channel and only those new ones who entered this workflow.

Can a member enter a workflow more than once?

Unfortunately, no. A member can only enter a workflow once even if they match a condition more than once i.e. after exiting a workflow. So, once a member exits, they cannot be pushed back into the same workflow.

If you wish for a member to enter the same/similar workflow, you can create another automation for the same.

When does a member exit a workflow?

Exit (just like entry) is also a one-time action performed on a member. An exit criterion is when a member does not match any conditions defined in the workflow after entering it and therefore is automatically exited from the workflow.

Let's take an example

Say you've set up an automation to try and nudge members towards activation/engagement. The condition that you've set will target members who are yet to interact in the community since they've joined.

How you do this is by setting the trigger to when a new member joins, waiting for a day, and then adding a split condition to check if they have posted a message or not.

Here, if a member is yet to post a message, they get a DM asking to introduce themselves to the community.

If the member already has posted a message, they get exited from the workflow and won't be entered again.

Another way to exit a workflow is by completing it. So, even in the first case, after a member receives a DM asking them to engage, there are no more blocks left to traverse in the workflow i.e. the member has reached the end. These members too will be exited and won't be entered into the workflow again.

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