Overview

Workflows in Edmingle help automate communication and engagement tasks across the learner journey. Whether it's nudging learners to complete their course, reminding them about items left in their cart, or prompting an upgrade from a free preview, Workflows allow you to set up automated, multi-step communication flows without any technical complexity.

Using a drag-and-drop visual builder, you can design workflows using delays and multi-channel message triggers (WhatsApp, Email, SMS, Push) to engage learners at the right moment—automatically.

Why Use Workflows?

Workflows allow you to:

• Save time on manual follow-ups or repetitive outreach

• Deliver timely, personalized nudges across learner touchpoints

• Improve sales conversion, engagement, and retention

• Enable event-based automation without needing third-party tools
  

Eligibility Based on Plan

Automated Funnels & Engagement Workflows are available form the Power Plan & Above. 

Navigation

To access the Workflows section:

1. Go to the Edmingle Admin Dashboard

2. From the left sidebar, click on Marketing

3. Select Workflows
   

Getting Started with a Workflow Template

Under the "Generate Sales" section, you’ll find pre-built automation templates:

• Abandoned Cart Reminders – Recover lost sales by nudging learners who left items in their cart.

• Free Preview Upgrades – Prompt learners on free trials to switch to a paid plan.

• Promote Enrollments – Encourage new users to explore and enroll in courses.

Click "Edit this template" to customize and activate a workflow.

Understanding the Workflow Builder

Each workflow is a visual sequence that includes the following elements:

1. Start/Trigger Block

This defines the entry point for the automation (e.g., Abandoned Cart).

2. Wait Block

Delays the next step for a set duration.

• Click the plus (+) button below the Start block

• Choose Wait Block

• Enter the wait duration (e.g., 1 day)

• Click Update Time
  

Use Wait blocks to create gaps between follow-ups and avoid spamming users.

3. Message Block

Sends a message to the learner via the selected channel.

• Click the plus (+) below a Wait block

• Choose Message Block

• Select the channel (Email, SMS, WhatsApp, Push)

• Choose the template from your saved templates (for more details about templates, refer the support documentation here).

• Click Update Message
  

Ensure your message templates are approved and available in the respective channel setup (e.g., AiSensy for WhatsApp).

4. Add More Steps

You can continue building a sequence by repeating Wait and Message blocks as needed.

For example:

• Wait 1 Day → WhatsApp Reminder

• Wait 1 More Day → SMS Reminder

• Wait 1 More Day → Email Follow-up

Saving and Activating Your Workflow

Once your flow is designed:

• Click Save Changes (top-right)

• Click Activate Workflow to make it live

You can return anytime to edit, pause, or deactivate the workflow.

Custom Workflow
We already have Pre Designed templates for Workflows but you can also create your own custom workflows. 

1. Go to the Workflows section of your dashboard.

2. Click on “New Blank Template” to start from scratch.

3. This opens a blank workflow canvas where you can design your custom automation.

4. Add your triggers — select the condition that will start your workflow (e.g., user signup, course enrollment, or cart abandonment). You can add your custom created segments as well. Kindly click here to know more about segments. 
   

5. Define actions — choose what happens next, such as sending an email, SMS, or push notification.

6. Set timing and conditions — configure delays or specific rules to personalize the learner experience.

7. Save and activate your workflow once you’ve reviewed all the steps.

Your new workflow will now automatically engage learners based on the triggers and actions you’ve defined.

Use Cases:

Use Case	What It Does
Abandoned Cart Follow-ups	Increases course purchases from users who added courses but didn’t complete payment
Trial-to-Paid Upgrade	Converts free trial users to paying learners
Enrollment Nudges	Engages newly signed-up users to take their first course
Event Promotion	Sends multi-step reminders for upcoming webinars or bootcamps
Payment Reminders	Helps learners complete partial or failed payments

Best Practices

• Use Segmentation: Pair workflows with learner segments for better targeting.

• Test Templates: Always test messages across channels before going live.

• Mind the Timing: Use Wait blocks smartly to avoid message fatigue.

• Track & Optimize: Monitor campaign performance and iterate on timing or content.
  

Need Help?

For assistance in setting up workflows, connecting message templates, or troubleshooting errors, reach out to: support@edmingle.com