Setting up your first automated workflow
Workflows are the engine of your CastaLink system. They allow you to automate repetitive tasks, nurture leads with SMS and email, and manage your pipeline automatically.
Step 1: Navigate to Automations
In the left-hand menu, click on Automations, then select Workflows. This is where all your active and drafted automations live.
Step 2: Create a New Workflow
Click the Create Workflow button in the top right corner. You can choose from one of our pre-built recipes or select Start from scratch to build your own custom sequence.
Step 3: Add a Trigger
Every workflow needs a trigger (an event that starts the automation). Click Add New Workflow Trigger. For your first workflow, try selecting Form Submitted, Appointment Booked, or Contact Tag Added.
Step 4: Add Actions
Click the + icon below your trigger to add your first action. Common actions include:
- Send SMS: Send an immediate text message to the contact.
- Send Email: Send a formatted email with links or attachments.
- Add/Remove Tag: Organize your contacts automatically.
- Wait: Pause the workflow for a specific amount of time (e.g., 1 day) before sending the next message.
Step 5: Publish and Save
Once you've built out your sequence, toggle the switch at the top right from Draft to Publish, then click Save. Your automation is now live and waiting for the trigger event!