Workflow Builder

Panduan lengkap untuk menggunakan visual workflow builder di Campaign.

Akses Workflow Builder

1. Buka halaman Campaigns

2. Klik campaign yang ingin diedit

3. Klik tab "Workflow" atau tombol "Edit Workflow"

Interface Workflow Builder

Toolbar

Ikon	Fungsi
↩️ Undo	Undo perubahan terakhir
↪️ Redo	Ulangi perubahan
🔍 Zoom In	Perbesar canvas
🔎 Zoom Out	Perkecil canvas
↔️ Fit View	Tampilkan seluruh workflow
💾 Save	Simpan perubahan
👁️ Preview	Preview workflow
🧪 Test	Test dengan kontak test

Canvas

Area utama untuk membangun workflow dengan drag-and-drop.

Sidebar Components

Panel di kiri berisi node-node yang bisa ditambahkan:

Components
├── 🔔 Triggers
│   ├── Tag Added
│   ├── Tag Removed
│   ├── Contact Created
│   └── Pipeline Change
├── ⚡ Actions
│   ├── Send Template
│   ├── Add Tag
│   ├── Remove Tag
│   ├── Update Field
│   ├── Move Pipeline
│   ├── Notification
│   └── Webhook
├── 🔀 Decisions
│   ├── Has Tag
│   ├── No Tag
│   ├── Pipeline Stage
│   ├── Message Opened
│   ├── Link Clicked
│   └── Responded
└── ⏳ Delays
    ├── Wait Time
    └── Wait Until

Menambahkan Nodes

Drag & Drop

1. Klik node di sidebar

2. Drag ke canvas

3. Drop di posisi yang diinginkan

4. Node akan terhubung otomatis

Connect Nodes

1. Klik titik output (🔵) di node sumber

2. Drag garis ke node tujuan

3. Drop di titik input (⚪) node tujuan

4. Garis akan tersimpan

Delete Nodes

Method	Action
Keyboard	Select node, press Delete
Context Menu	Right-click, select Delete
Toolbar	Select node, click trash icon

Mengkonfigurasi Nodes

Trigger Node

Type: Tag Added
Config:
  - Tag: "Welcome"

Setting	Deskripsi
Tag	Tag yang akan trigger
Channel	Channel yang digunakan
Filter	Filter tambahan opsional

Send Template Action

Type: Send Template
Config:
  - Template: "welcome_message"
  - Language: "id"
  - Variables:
      {{1}}: Contact.first_name
      {{2}}: Campaign.name

Setting	Deskripsi
Template	Pilih template pesan
Language	Bahasa template
Variables	Mapping variabel

Decision Node

Type: Has Tag
Config:
  - Tag: "Interested"

Setting	Deskripsi
Condition	Kondisi yang dicek
Tag	Tag untuk decision
Yes/No Labels	Label untuk output

Delay Node

Type: Wait Time
Config:
  - Duration: 24
  - Unit: hours

Setting	Deskripsi
Duration	Durasi jeda
Unit	minutes/hours/days
Until Time	Waktu spesifik

Notification Action

Type: Notification
Config:
  - Recipients: ["[email protected]"]
  - Channel: "email"
  - Message: "New enrollment"

Best Practices Workflow

1. Struktur Workflow

Best Practice Structure:
1. Trigger yang jelas
2. Delay yang reasonable
3. Decision untuk personalization
4. Max 5-7 steps total
5. Clear goal/end point

2. Naming Convention

Element	Contoh
Campaign	"Welcome Series - 2024"
Nodes	"Send Welcome Template"
Decision	"Has Opened Message?"
Tags	"campaign_welcome_2024"

3. Error Handling

• Gunakan decision nodes untuk handle edge cases

• Tambahkan notification untuk failed actions

• Test setiap branch workflow

4. Performance

• Batasi concurrent messages

• Gunakan segmentasi tepat

• Monitor drop-off rates

Advanced Features

Branch Merging

Decision ──Yes──→ Action
    │
    └──No──→ Action2 ──┐
                      ↓
                   Merge ──→ Next

Parallel Execution

Trigger ─────────→ Action1
     │
     └────────→ Action2 (parallel)

Conditional Branching

Type: Decision
Conditions:
  - field: tags
    operator: contains
    value: "premium"
  - field: pipeline_stage
    operator: equals
    value: "new"

Testing Workflow

Single Contact Test

1. Klik "Test" button

2. Pilih test contact

3. Klik "Run Test"

4. Watch execution step by step

Bulk Test

1. Klik "Bulk Test"

2. Upload test contacts

3. Run tests

4. View results

Test Results

Metric	Deskripsi
Execution Time	Waktu total eksekusi
Steps Completed	Jumlah steps selesai
Errors	Error yang terjadi
Output	Hasil akhir

Keyboard Shortcuts

Shortcut	Action
Delete	Hapus node
Ctrl+Z	Undo
Ctrl+Y	Redo
Ctrl+C	Copy
Ctrl+V	Paste
Ctrl+A	Select all
Space	Drag canvas
Scroll	Zoom in/out

Troubleshooting

Node Tidak Terhubung

• Pastikan node memiliki input dan output

• Hapus dan add node lagi

• Check untuk error di node

Workflow Tidak Berjalan

• Pastikan campaign aktif

• Check trigger configuration

• Verifikasi contacts enrolled

Error di Action

• Check action configuration

• Verify permissions

• Contact support jika error persists