Meta tags:
description=Workflows let you send emails based on something happening, like a contact property updating, a new contact being created or an external event happening in another platform.;

Headings (most frequently used words):

workflows, documentation, index, on, this, page, getting, started, building, workflow, editor, panels, zoom, and, canvas, navigation, mailing, lists, nodes, branching, metrics, testing, learn, api, cli, guides, triggers, emails, timers, audience, filters,

Text of the page (most frequently used words):
the (65), workflows (29), #workflow (28), and (26), you (26), can (22), email (20), your (19), contacts (16), contact (14), this (13), emails (13), panel (13), will (12), audience (12), added (11), trigger (11), node (10), send (9), for (9), add (9), are (8), inspector (8), filter (8), from (8), nodes (8), click (7), metrics (7), after (7), list (7), zoom (7), test (6), example (6), with (6), navigation (6), only (6), that (6), api (6), using (5), page (5), com (5), events (5), filters (5), when (5), timer (5), button (5), new (5), triggered (5), loops (5), start (5), mailing (5), canvas (5), use (5), also (4), not (4), view (4), any (4), all (4), event (4), timers (4), select (4), copy (4), more (4), scroll (4), wheel (4), pan (4), started (4), next (3), then (3), addresses (3), how (3), branch (3), branching (3), reach (3), time (3), changes (3), value (3), into (3), following (3), they (3), there (3), two (3), days (3), signup (3), specific (3), other (3), clicking (3), dropdown (3), edit (3), pause (3), make (3), read (3), triggers (3), based (3), whenever (3), property (3), toggle (3), selected (3), lists (3), panels (3), editor (3), search (3), building (3), getting (3), contain (2), triggering (2), previous (2), templates (2), each (2), preview (2), sent (2), first (2), these (2), properties (2), testing (2), learn (2), apply (2), before (2), one (2), account (2), matches (2), options (2), have (2), custom (2), duration (2), let (2), different (2), immediately (2), between (2), creating (2), desktop (2), delay (2), adding (2), certain (2), integration (2), another (2), updated (2), has (2), been (2), via (2), available (2), makes (2), sure (2), ctrl (2), mouse (2), around (2), trackpad (2), hand (2), side (2), shows (2), branches (2), happening (2), integrations (2), guides (2), transactional (2), documentation (2), index (2), support, responses, generated, may, mistakes, assistant, linkedin, yes, was, helpful, last, modified, june, 2026, airplane, icon, section, good, method, emailing, without, affecting, sending, domain, reputation, depending, set, update, see, move, through, works, expected, domains, detailed, simple, inline, within, builder, taken, every, longer, removed, applying, check, signed, paying, user, signing, setting, equals, false, paid, create, fine, tuned, target, multiple, delays, parts, option, bypass, increment, extend, could, day, three, adds, fixed, period, bring, insert, existing, active, cannot, header, top, nav, mobile, while, paused, queued, hours, enter, soon, save, resume, unlimited, location, inside, giving, flexibility, mail, about, here, interactions, app, common, activated, canceled, received, conditionally, inputted, who, individually, table, included, csv, during, upload, form, four, what, people, experiment, six, types, change, summary, reset, back, 100, appears, bottom, horizontally, shift, vertically, fingers, pinch, out, panning, uses, typical, gestures, should, familiar, which, easier, work, larger, multi, collapse, expand, either, its, press, both, left, provides, jump, command, views, right, settings, status, nothing, validation, checks, meets, requirements, running, build, complex, built, hovering, over, arrow, sequence, often, always, open, taking, suggestions, template, scratch, something, like, updating, being, created, external, platform, basics, recipes, deliverability, uploads, themes, messages, components, completion, campaigns, auth, overview, cli, changelog, webhooks, sdks, examples, reference, introduction, security, agent, skills, smtp, goals, experiments, pausing, guide, editing, get, log, home, skip, main, content, file, discover, pages, exploring, further, fetch, complete, docs, llms, txt,

Text of the page (random words):
workflows loops documentation index fetch the complete documentation index at docs llms txt use this file to discover all available pages before exploring further skip to main content loops home page contact us log in loops search navigation workflows workflows search k learn get started editing emails workflows guide triggering workflows pausing workflows branching workflows experiments events goals contacts transactional email integrations smtp account agent skills for loops security api api introduction api reference examples sdks webhooks api changelog cli overview auth campaigns completion components contact properties contacts email messages events lists themes transactional uploads workflows guides all guides getting started workflows deliverability integrations creating emails recipes email basics on this page getting started building a workflow editor panels zoom and canvas navigation mailing lists nodes triggers emails timers audience filters metrics testing workflows workflows workflows copy page workflows let you send emails based on something happening like a contact property updating a new contact being created or an external event happening in another platform copy page getting started to start building your workflow select a template or start from scratch templates are added often and we re always open to taking suggestions building a workflow a workflow is an email sequence that can be triggered by different events and contain emails delay timers and branches you can add new nodes to your workflow by hovering over an arrow between nodes and clicking the button more complex workflows can be built by adding branches editor panels the workflow editor has a navigation panel on the left hand side this navigation panel provides a dropdown of workflows to jump to a command search and build and metrics views the inspector panel on the right hand side shows settings for the selected node workflow status and the start and pause toggle button when nothing is selected the inspector panel shows validation checks to make sure the workflow meets all the requirements to start running you can collapse or expand either panel with its panel button on desktop press ctrl to toggle both panels zoom and canvas navigation you can zoom in and pan around the workflow canvas which makes it easier to work with larger and multi branch workflows zoom and panning uses typical trackpad and mouse gestures so should be familiar on a trackpad pinch to zoom in and out use two fingers to pan around the canvas with a scroll wheel mouse use ctrl and the scroll wheel to zoom use the scroll wheel to pan vertically use shift and the scroll wheel to pan horizontally to reset your view back to 100 click the zoom button that appears at the bottom of the canvas mailing lists you can make a workflow send only to contacts on a specific mailing list by using the mailing list dropdown in the inspector panel this makes sure that only contacts from that list are added to the workflow you can also change the selected list from the workflow summary in the inspector panel nodes there are six types of nodes available in workflows trigger email timer audience filter branch read more experiment read more triggers the first node to add to a workflow is the trigger this is what will send new people into the workflow there are four trigger options contact added triggered whenever a contact has been added to your audience only contacts who have been added via a form the api or an integration will be added based on this trigger contacts added individually to the audience table will not be included contacts added or updated via csv will only trigger if you select the trigger workflows toggle during upload contact updated triggered whenever a contact property changes from one value to another can also conditionally trigger only if the previous property matches the inputted value contact added to list triggered whenever a contact is added to a certain mailing list you can select the list from the trigger node event received triggered when a certain event is sent to loops by the api or an integration with this trigger you can start a workflow based on interactions in your app common custom events are signup canceled and activated you can read more about triggers here emails you can add emails at any location inside your workflow giving you flexibility to send mail immediately after the trigger or after a delay you can also send to specific contacts by adding an audience filter or by branching your workflows you can add unlimited emails to each workflow to edit an email click on the email node then click edit email in the inspector panel when a workflow is active you cannot edit the email click pause in the inspector panel header on desktop or in the top nav on mobile to pause the workflow and make changes to your email and any other nodes while paused new contacts will be queued for up to 24 hours they will enter your workflow as soon as you save your email by clicking resume you can copy emails from other workflows by clicking the copy existing email button in the inspector panel after creating a new email node this will bring up a dropdown of emails from other workflows that you can insert into your workflow timers a timer adds a fixed time period between two nodes in the workflow for example you could add a 3 day timer after a contact added trigger to send an email three days after a signup you can select the immediately option to bypass the timer or any increment of time to extend the duration of the workflow you can add multiple timers to your workflows to add delays in different parts of your workflow audience filters audience filters let you create fine tuned workflows to target specific contacts for example you can check in with contacts that have not signed up as a paying user 3 days after signing up by setting the custom event to signup the timer duration to 3 days and the audience filter to paid equals false there are two options for applying audience filters all following nodes this will apply the filter when contacts reach every following node if a contact no longer matches the filter s audience when they reach a following node they will be removed from the workflow next node only this will apply your filter before contacts reach the next node this is a one time filter and any changes to the contact s value after the filter will not be taken into account branching workflows learn how to branch workflows using audience filters metrics click metrics in the navigation panel to view simple metrics inline within the builder click view metrics to view detailed metrics for an email in your workflow testing workflows you can test if a workflow works as expected by using email addresses with example com and test com domains for example test example com first add these as contacts in your audience then depending on how your workflows are set up you can add and update properties or send events to these email addresses to see how contacts move through your workflows emails will not be sent to example com or test com email addresses so this is a good method to test emailing contacts without affecting your sending domain s reputation you can also send test emails for each of the emails in a workflow click on an email node and then the send a preview airplane icon in the email preview section of the inspector panel last modified on june 12 2026 was this page helpful yes no using templates previous triggering workflows next i x linkedin assistant responses are generated using ai and may contain mistakes contact support