Add and Configure Steps
Add channel and action steps to your workflow
Adding Steps
In the Workflow Builder, click the + button to add steps to your workflow. Steps are executed in order from top to bottom.
Channel Steps
In-App
Send a notification to the subscriber's in-app inbox.
| Setting | Description |
|---|---|
| Subject | Notification title |
| Body | Notification message body |
| Avatar | Optional avatar image URL |
| Actions | Primary and secondary action buttons |
| Redirect URL | Where to navigate when clicked |
Send an email notification using your configured email provider.
| Setting | Description |
|---|---|
| Subject | Email subject line |
| Body | Email body (rich text or HTML) |
| From | Sender address override |
| Reply-to | Reply-to address override |
| Layout | Email template layout |
SMS
Send an SMS text message.
| Setting | Description |
|---|---|
| Body | SMS message content (max 160 characters per segment) |
Push
Send a push notification to mobile or web.
| Setting | Description |
|---|---|
| Title | Push notification title |
| Body | Push notification body |
| Data | Custom data payload |
Chat
Send a message to a chat platform (Slack, Discord, Teams).
| Setting | Description |
|---|---|
| Body | Chat message content (supports Markdown) |
Action Steps
Delay
Pause the workflow for a specified duration.
Ranges: seconds, minutes, hours, days, weeks
Example: Wait 1 hour before sending email follow-upDigest
Aggregate multiple trigger events into a single notification.
Window: 30 minutes
Result: All events within the window are combinedCustom
Execute custom logic via a webhook endpoint.
Step Conditions
Add conditions to steps to control when they execute:
- Subscriber data — Execute based on subscriber properties
- Payload data — Execute based on trigger payload
- Previous step status — Execute based on whether a previous step was delivered or read