Skip to main content
Answered

Series vs Workflow

  • March 12, 2024
  • 1 reply
  • 273 views

Is there a resource that compares Series and Workflow? 

Best answer by Jacob Cox

Hi @Asa Nadeau !

Series and Workflows have 2 different behaviors. A Series is for creating a messaging campaign for your customers. For example, in a Series you can set up an onboarding campaign that sends them a Post message if they log into your app within a week of signing up. Then, if they don’t arrive on your site within 7 days to see that Post, you can have the Series send them an Email message. Below is a screenshot of what a small Series might look like.

Whereas a Workflow is a single interaction. For example, you can create a “Teammate has been unresponsive” Workflow that automatically sends the customer a message if they haven’t heard back from a teammate after 5 minutes have passed since their last message.

You can read up on what Series and Workflow do in our Help Center articles.

View original
Did this topic help you find an answer to your question?

1 reply

Jacob Cox
Intercom Team
Forum|alt.badge.img+5
  • Sr. Technical Support Engineer
  • 441 replies
  • Answer
  • March 17, 2024

Hi @Asa Nadeau !

Series and Workflows have 2 different behaviors. A Series is for creating a messaging campaign for your customers. For example, in a Series you can set up an onboarding campaign that sends them a Post message if they log into your app within a week of signing up. Then, if they don’t arrive on your site within 7 days to see that Post, you can have the Series send them an Email message. Below is a screenshot of what a small Series might look like.

Whereas a Workflow is a single interaction. For example, you can create a “Teammate has been unresponsive” Workflow that automatically sends the customer a message if they haven’t heard back from a teammate after 5 minutes have passed since their last message.

You can read up on what Series and Workflow do in our Help Center articles.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings