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Using the Workflow Builder with Your Audience

Thomas Kragh avatar
Written by Thomas Kragh
Updated over a month ago

The workflow builder is the engine that connects your forms with your Audience. Whenever someone signs up, the workflow builder processes the data and applies the rules you’ve set. This could mean adding the lead to a list, assigning tags, or placing them in a segment.

Workflows also allow you to take action beyond organizing data. For instance, you might want to send a welcome email as soon as a new profile is created, or tag leads who signed up through a specific form so you can recognize them later.

By using workflows, you reduce repetitive manual work and ensure every lead is handled consistently. Instead of worrying about where your contacts end up, you can focus on what message you want to send them and when.

The workflow builder makes your Audience setup more powerful by giving you full control over how new signups are processed and categorized.

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