In this article, you will find information about:
- Why is the Priority Workflow being discontinued?
- What is the main difference between Priority and Parallel Workflows?
- How to add a lead to the next workflow in the journey using the Parallel Workflow
- How to remove a lead from a Parallel Workflow
- How to make sure that a lead will go through one workflow at a time
- If I add a lead to a Parallel Workflow, will they go through more than one workflow at the same time?
- If I add a lead to another workflow, will they continue going through the current workflow?
- How to choose priority levels using the Parallel Workflow
- How to turn a Priority Workflow into a Parallel Workflow
- What will happen to existing Priority Workflows?
The Priority Workflow will be discontinued in order to simplify interactions between automated workflows. Having two workflow types with different behaviors meant less freedom and transparency when making connections between workflows.
That's why, in addition to improving the Parallel Workflow to better meet automation strategy, we will also discontinue Priority Workflows and centralize workflow automation control in a single location.
In the Priority Workflow, leads can only go through one workflow at a time. Priority workflows are used to generate nurturing journeys by creating a sequence of workflows. When a lead meets a condition, they are removed from the current workflow and added to another workflow.
On the other hand, in the Parallel Workflow, leads can go through more than one workflow at the same time. Parallel workflows are used for administrative actions, such as adding tags to leads and adding leads to lists.
However, with the new Add/Remove lead to/from other workflow actions, as well as the new Exit Conditions, you can also employ the journey strategy with more control using the Parallel Workflow.
How to add a lead to the next workflow in the journey using the Parallel Workflow
Insert the Remove lead from other workflow action at the point where you want the lead to be removed from other workflows.
You can also use Exit Conditions to remove the lead from the current workflow when they perform a conversion or join a specific segmentation.
Read more about removing leads from automated workflows in this article.
Insert the Remove lead from other workflow action at the beginning of the workflow that you want the lead to go through exclusively.
You can manually select which workflows you want to remove the lead from or choose to remove the lead from all other workflows.
At the beginning of the workflow, you can also select a conditional, asking if the lead is part of a segmentation list used in another workflow. This way, if the lead is in the list, they will not go through the workflow.
If I add a lead to a Parallel Workflow, will they go through more than one workflow at the same time?
Yes. To prevent the lead from going through more than one workflow, you must use the Remove lead from other workflow action at the beginning of each workflow.
Yes. To prevent the lead from going through the current workflow, you must use the Remove lead from other workflow action in the workflow to which the lead will be directed.
You can manage priority levels using the Add lead to other workflow action to join a lower priority workflow, and the Remove lead from other workflow action to remove leads from a higher priority workflow.
Access the Settings tab in the workflow that you want to edit and change the workflow type.
They will be deactivated and transformed into Parallel Workflows.
You can access your automated workflows in RD Station Marketing and change the workflow type before being deactivated.