WorkflowsBeginner
Create Your First Workflow
Step-by-step instructions for building, reviewing, and activating your first automated email workflow.
FlowNurture Team4 min read
This guide walks you through building a simple welcome workflow — the most common first workflow for new FlowNurture users.
Before you start
Make sure you have:
- A verified sender email (Settings → Sender)
- At least one contact, or a form that will create contacts
Step 1: Create the workflow
- Go to Workflows
- Click Create Workflow
- Choose Start from scratch (or select a template)
- Name it — e.g. "Welcome Series"
Step 2: Add a welcome email
- Click Add Step
- Choose SEND_EMAIL
- Enter a subject line: "Welcome to [your product]"
- Write the email body — keep it short, include one clear CTA
Step 3: Add a delay
- Click Add Step
- Choose DELAY
- Set the duration: 2 days
Step 4: Add a follow-up email
- Click Add Step again
- Choose SEND_EMAIL
- Write a follow-up — share a resource, answer a common question, or offer a next step
Step 5: Review
Before activating, check:
- Email subject lines are clear and not spammy
- Email body content is complete
- Delay durations make sense for your audience
- Sender is verified
Review before activating
Once you activate a workflow and enroll contacts, emails will send. There is no undo for sent emails. Always review in DRAFT status first.
Step 6: Activate and enroll
- Click Activate — the workflow moves to ACTIVE status
- Enroll contacts manually, via a segment, or set up a trigger
Step 7: Monitor
Click Monitor on your workflow to see:
- Enrollment counts by status
- Step-by-step completion rates
- Any failures or stuck enrollments
What to build next
- Add a CONDITION step to branch based on email engagement
- Create a re-engagement workflow for contacts who go quiet
- Use AI Copilot (Pro) to generate more complex workflows automatically