Learn how to design, edit or publish workflow on SuprSend dashboard.
Create
button to create a new workflow in draft state. You’ll see the created workflow on top of the listing page, click on it to start editing.exit edit mode
and come back later to commit the changes. Rest assured, your modifications will remain saved in the draft state until finalized.Smart Channel Routing configured to send reminder across Email and Inbox
Field | Obligation | Description |
---|---|---|
Name | *mandatory | Unique name of the workflow. The workflow name should be easily identifiable for your reference at a later stage. e.g. - Appointment Reminder . You can also use event name as your workflow name if there is only one workflow linked to that event. |
Description | optional | You can use this field to add more details about your workflow like the notification logic. e.g. - Send 1 hour before the appointment . |
Notification Category | *mandatory | [Notification category] (“https://docs.suprsend.com/docs/notification-category”) is used to group related workflows together and are also used for users to set their preferences across a group of workflows. There are 3 notification categories by default: transactional (user action-based alerts), promotional (marketing notifications), and system (time-sensitive notifications like OTP and authentication codes). |
Tags | optional | Tags are used to group related workflows together. e.g., all booking-related workflows can be tagged as Booking . |
Throttle | optional | You can use throttle to limit the number of workflow executions per user in a given time window. [Know more about throttle here] (“https://docs.suprsend.com/docs/throttle”) . |
edit metadata
option from the burger menu on your node form. Choose a descriptive name that clarifies the function of the step, and we suggest including node type in the name for easier identification. In the description field, provide a concise explanation of the logic and important elements of the node. For instance, in a send node, you can specify the template being used or provide details about the list of users who will be notified if it differs from the actor.
delete
option from the burger menu on your node form to delete it.