Visual workflows for WhatsApp and email
Map triggers, delays, and channel steps in one builder — automate lifecycle journeys without stitching together separate tools.
What is the workflow builder on CampaignHQ?
The workflow builder is a visual canvas for customer journeys — triggers, waits, branches, and sends across WhatsApp, email, and SMS.
It is the orchestration layer that replaces disconnected automation tools with one map per journey and unified analytics.
Visual canvas
See every path contacts can take.
Event triggers
Start from product and marketing events.
Multi-channel
WhatsApp, email, and SMS in one flow.
Zapier chains vs visual journeys
Point-to-point integrations break at scale. Workflows give you one journey map with branch logic.
Integration sprawl
Tool chains and scripts
- Hard to visualize full journey
- Brittle when APIs change
- No step-level analytics
- Separate logs per channel
CampaignHQ
Unified workflow builder
- Drag-and-drop journey map
- Native channel steps
- Branch and wait nodes
- Funnel reporting per step
- Visual builder
- Triggers
- Delays
- Branches
- Multi-channel
- Analytics
From zero to live
Build your first workflow in four steps
No developers required. Connect your channels, configure in CampaignHQ, and go live with measurable customer journeys.
Step 01
Pick a trigger
Signup, purchase, webhook, or tag change.
Step 02
Add channel steps
Insert WhatsApp, email, waits, and branches.
Step 03
Test the path
Walk through with test contacts.
Step 04
Publish
Activate and monitor step completion.
Builder
Design journeys visually
Drag triggers, delays, conditions, and sends onto one canvas your whole team can read.
- Trigger and wait nodes
- Conditional branches
- Reusable subflows
- Version and duplicate
Orchestration
Channels that work together
WhatsApp nudge, email detail, SMS urgency — sequenced on one contact timeline.
- WhatsApp + email steps
- Stop on conversion
- Entry and exit rules
- Webhook actions
Workflows teams ship first
Onboarding
Welcome new users across channels.
“Signup → welcome email → WA tip on day 2 if no activation.”
Abandon cart
Recover Shopify carts.
“Cart idle → WA reminder → email with cart link 6h later.”
Win-back
Re-engage dormant customers.
“No purchase 60d → offer sequence on email then WhatsApp.”
See workflows in action with your use case.
Book a DemoVisual journeys across WhatsApp and email
Design cross-channel workflows with triggers, delays, and channel steps — one builder for lifecycle automation instead of disconnected tools.
Drag-and-drop journey builder
Map triggers, waits, branches, and sends in one canvas
Event-based triggers
Start flows from signups, purchases, webhooks, and custom events
WhatsApp and email steps
Orchestrate both channels from the same contact record
Unified analytics
See completion and conversion across every step
Frequently asked questions
Common questions about workflows on CampaignHQ.
A workflow (also called a journey) is an automated sequence of customer interactions across WhatsApp, email, and SMS — triggered by an event, time, or attribute change. Workflows can include delays, branches, conditions, and cross-channel fallbacks so the right message reaches the right contact at the right time.
Yes. Drag triggers, channel sends, delays, branches, conditions, and webhook actions onto a visual canvas. Each step previews live data, and the workflow can be tested with a single contact before going live.
Yes. A single workflow can send WhatsApp first, fall back to SMS if undelivered, send a recap email, and update CRM attributes — all in one canvas. Channel-specific delivery and engagement metrics roll up to a unified workflow report.
Triggers include contact added, attribute changed, segment entered/exited, event tracked (custom event from your app), date-based (birthday, renewal), purchase events from Shopify or WooCommerce, and inbound WhatsApp message. Workflows can also be triggered manually or via API.
Yes. Split-paths inside a workflow let you test message content, subject lines, send time, or even channel choice (WhatsApp vs email) and auto-promote the winner based on opens, clicks, or conversion goals.
Yes. Delays (minutes to weeks), conditional branches based on contact attributes or behaviors, and re-entry rules are all supported. Workflows can also call webhooks to update external systems mid-journey.
Still have questions about Workflows?
Chat on WhatsApp or open live chat — we typically reply within a few hours.
Pricing
One platform for segments, journeys, and sends
Segmentation and workflows are included across WhatsApp, email, and Shopify features. Pick the track that matches your contact volume and channels. Explore all plans.
Start building customer journeys that actually convert.
Unify WhatsApp and email in one platform — built for teams that care about retention, not just sends.
15-minute walkthrough · no commitment
7-day free trial · no credit card required