SureContact Workflows User Guide

SureContact Workflows – User Flow Documentation

SureContact Workflows (also called Automations) let you run a chain of actions for a contact whenever a specific event happens, without lifting a finger. From welcome emails to tag-based nurtures and webhook notifications, Workflows turn repeatable tasks into set-and-forget logic.

This guide walks you through the complete Automations → Workflows experience in SureContact: understanding the building blocks, creating a workflow from scratch, configuring triggers and actions, publishing, and monitoring.

1. Introduction – What is an Automation / Workflow?

An Automation (Workflow) in SureContact is a set of automatic actions that run for a contact when a specific event happens, without manual effort. Think of it as a simple rule:

“When this happens to a contact → automatically do that.”

Examples

• When someone submits your form → automatically send them a welcome email
• When a tag is added to a contact → automatically add them to a list
• When a contact clicks a link → automatically notify via webhook

2. Key Concepts

Before building your first automation, understand these building blocks:

Term	What it means
Trigger	The event that starts the automation (e.g. “Contact Created”)
Action	What happens after the trigger fires (e.g. “Send Email”)
Condition	Optional check to continue or branch the flow

3. Types of Automations

SureContact has two types:

• Workflow – Free-form automation for event-based logic
• Sequence – Pre-scheduled email series (drip campaigns)

This guide focuses on Workflows.

4. Available Triggers

Contact Events

• Contact Created
• Contact Updated
• Contact Deleted
• Contact Unsubscribed
• Contact Do Not Mail
• Opt-In Confirmed

Email Events

• Email Opened
• Email Clicked

Tag Events

• Tag Added
• Tag Removed

List Events

• Added to List
• Removed from List

Form Events

• Form Submitted

Date / Schedule Events

• Contact Birthday
• Contact Anniversary
• Scheduled (once, weekly, monthly)

Integrations

• Incoming Webhook

5. Available Actions

Send Communications

• Send Email
• Send Opt-In Reminder

Manage Contact

• Add Tag / Remove Tag
• Add to List / Remove from List
• Update Contact Fields
• Add Note
• Log Activity
• Unsubscribe Contact
• Delete Contact

Control Flow

• Wait – pause before next action
• If/Else – branch logic
• Filter – stop if conditions fail

Integrations

• Send Webhook
• Enroll / Remove from Sequence
• Trigger / End Another Automation

6. How to Create a Workflow

Step 1 – Navigate to Workflows

From the left sidebar, expand Automations and click Workflows. You’ll land on the Workflows list, which shows every workflow in the workspace along with its status, executions, and last run.

The red box highlights the New Workflow button in the top-right corner, that’s where every new automation starts.

Workflows list – New Workflow button highlighted

Step 2 – Create the Workflow

Click New Workflow. A drawer opens asking for a name and an optional description.

• Give the workflow a clear name (e.g. “Welcome Email Sequence”)
• The description is optional but helpful for teammates
• Click Create Workflow to enter the builder

Create New Workflow drawer – name input highlighted

Step 3 – Add a Trigger

After creating the workflow, you land on an empty canvas with a single Add Trigger placeholder in the centre. Click it to open the trigger picker.

Empty workflow canvas – Add Trigger highlighted

The right-hand panel lists every trigger category – Contact Events, Email Events, List Events, Tag Events, Date Events, Webhooks, and Form Events. Pick the category that matches the event you want to listen for.

Add Trigger panel – category list highlighted

Selecting a category reveals its individual triggers. For this example, Contact Events → Contact Created is selected. Configure any filters (such as Contact Source) and click Done.

Contact Events sub-panel – Contact Created highlighted

Step 4 – Add Actions

The trigger now appears on the canvas with a + connector and an END marker beneath it. Click the purple + to add the first action.

Canvas with Contact Created trigger – + connector highlighted

The Add Action panel opens on the right with five categories – Contact Management, Integration, Flow Control, Sequences, and Communication. Pick the right category, choose an action (e.g. Send Email), configure it, and save.

Repeat this step to chain multiple actions in a row.

Add Action panel – category list highlighted

Step 5 – Add Conditions (Optional)

Use Flow Control actions to shape the path:

• If/Else – run one of two branches based on a condition
• Filter – stop the workflow if a condition isn’t met
• Wait – pause for minutes, hours, or days before the next step

Step 6 – Settings (Optional)

Open the settings gear in the top bar to configure:

• Re-entry – whether a contact can enter the workflow more than once
• Exit conditions – events that stop a contact mid-flow (e.g. Unsubscribed)

Step 7 – Publish

When the flow is ready, click Activate in the top-right. The workflow status flips from Draft to Active and begins running for any contact that matches the trigger.

Canvas with trigger + Send Email action – Activate button highlighted

7. Workflow Statuses

Status	Meaning
Draft	Not live yet
Active	Running for matching contacts
Inactive	Paused — no new entries

Once a workflow is published, it shows up in the Workflows list with an Active pill next to its status toggle.

Workflows list after publishing – Active pill highlighted

8. Monitoring Your Workflow

Three views help you keep an eye on how a workflow is performing:

• Subscribers – live list of contacts currently moving through the flow
• History – execution logs for every run (succeeded / failed)
• Versions – restore a previous version of the workflow if needed

The History view (Automations → History) is the main place to audit activity across every workflow in the workspace.

Automations History page – execution log highlighted

9. Re-Entry Setting

By default, a contact enters a workflow only once.

Enable Re-entry (in Workflow Settings) if you want the workflow to run every time the trigger fires for that contact – useful for things like tag-added → send tagged content every time.

10. Common Use Cases

Goal	Trigger	Actions
Welcome new subscribers	Contact Created	Wait → Send Email
Nurture form leads	Form Submitted	Email → Wait → Email
Re-engage inactive contacts	Tag Added	Email → If/Else → Remove Tag
Birthday greeting	Contact Birthday	Send Email
Notify team of signups	Contact Created	Send Webhook

Need Help?

If you need any assistance, please email [email protected], and our support team will be happy to help you.