Steps
Every building block available on the journey canvas.
Drag these onto the canvas and connect them to build your flow.
Send a message
| Step | Sends via |
|---|---|
| Send WhatsApp | Business WhatsApp — an approved template, or buttons/a list/a form |
| Send from Personal WhatsApp | A saved message or free text |
| Send SMS | An approved SMS template |
| Send RCS | An approved RCS template |
| Send Email | An approved email template |
Each fills in variables the same way templates do elsewhere — see Variables & Personalisation.
Wait
| Step | What it does |
|---|---|
| Wait | Pause for a set amount of time before continuing |
| Wait for a reply | Pause until the contact replies matching one of the options you set, or time out |
| Ask a question | Send a question, save the answer to a field, with retries if it doesn't match what you expect |
| Wait until read | Pause until a specific earlier message is marked read (or delivered), or time out |
Branch
| Step | Branches on |
|---|---|
| If / else | Any filter condition — the same ones available in Audience Filters, including Shopify order data |
| Split by product | Which product(s) are involved — one branch per product you choose |
| Check cart status | Whether the abandoned cart that started this journey has since been bought — see Shopify |
Update the contact
| Step | What it does |
|---|---|
| Add tag / Remove tag | Adds or removes a tag |
| Add to a sequence / Remove from a sequence | Enrolls or removes the contact from a Sequence |
| Add to another journey | Enrolls the contact into a different journey |
| Update a field | Sets a contact field to a fixed value |
| Assign to a team member | Changes the contact's owner |
| Create a follow-up | Creates a follow-up task, due in however long you choose, assigned to whoever you pick |
Integrations
Send to an API — posts the contact's data to any web address you provide, with optional extra headers and fields. Useful for pushing a contact into a Google Sheet or another tool you already use.
End
End closes out the run for any contact who reaches it. A journey can have several End steps — one per path through the flow.