Workflow Builder - Go To Event

Created by Belinda Henry, Modified on Fri, Jul 7, 2023 at 4:44 PM by Belinda Henry

The workflow builder Go To event is an action that can be used to move a contact from one point in a workflow to any other step in the workflow.

This is an example workflow set up to demonstrate the use case for a Go To event.

Navigating Workflow Builder

The first action is a test task set for the user Alpha.

This is followed by an SMS step.

And then a wait step with the condition of waiting for 5 minutes or until the contact replies to the SMS, whichever comes first.

After the wait step, there is an If event set up where the path a contact takes through the workflow is determined by whether they have responded to the SMS or not. If so (“Yes”), they exit the workflow. If not, they pass through the “No” step.

If the contact has not replied, they will be routed back to the SMS step.

To create a Go To step, click “on any plus sign” in your workflow.

Next, search for the Go to action, and then “Click it”.

Give a name to your Go To step. In this example, we’re going to call it Send SMS Again.

Click on “Save Action”.

Lastly, select the step where the contact should go to when they hit this action. In our example, the contact will go back to the SMS step again.

Here you can see that the Go To action has been successfully added into the workflow.