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Back-Populate a Workflow

A back-populate feature that allows you to queue contacts into the workflow retroactively. This would be useful after you create a flow with emails scheduled in the future that would've been queued had the flow existed earlier.

For example, when you create customer a re-engagement workflow, you probably don't want to wait 60 or 120 days for customers start receiving emails. Back-populating a flow will find customers who placed an order months ago and queue them for emails as soon as the next day.

Currently to do this - you have to create a segment and use as the triggering event for a workflow. Then, add a dummy rule to the segment to clear it back to 0 contacts (something like email starts with "@@@"), wait for that to calculate and then remove the rule... wait for that to calculate back to the original count. Once thats done, the contacts are added to the worklflow.

It would be incredibly easier if there were a button on the workflows UI that allowed you to back-populate contacts in an existing segment into a workflow.

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Sean Donahue shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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