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Workflows in XM Directory

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About Workflows in XM Directory

The Workflows tab of the XM Directory is where you can create, edit, and manage workflows. Workflows allow you to save, edit, and update contact information and transactional data in your XM Directory. They can also help you distribute surveys to contact lists from your XM directory.

Highlights the workflows tab in XM Directory

Qtip: Creating workflows and automations for the same mailing list could cause duplicate contacts and distributions. We recommend recreating automations as workflows, since workflows is a great alternative to automations.
Attention: We recommend not using automations as we no longer plan to develop any improvements for this feature. For the same functionality with added improvements, please create Workflows in XM Directory.

Workflows tab highlighted with the different sections of the tab displayed

  1. Overview
  2. Your workflows
  3. Run history
  4. Revision history

The Your workflows, Run history, and Revision history tabs function the same as they do in other parts of the platform. For more information, see Workflows Basic Overview.

OVERVIEW

The overview tab displays a summary if your workflows and other helpful tools. Select a workflow to view it, and to view all workflows click See all workflows. To create a new workflow, click Create a workflow.

Workflows menu on the left

There are several suggestions for optimizing your workflows in order to manage them more efficiently. Click Get started for more information on how to complete a suggestion, then click Mark as done when you’re ready to remove it.

Suggestions section highlighted

There are also several recommended workflows based on common XM Directory use cases. To create one of these workflows click Get Started.

Recommended workflows section highlighted

Qtip: To create a workflow from scratch, click Create a workflow.
Create a workflow button highlighted

Creating and Editing XM Directory Workflows

XM Directory workflows function the same as project and stand-alone workflows. For information on creating workflows for XM Directory, see these introductory pages:

Migrating Automations to XM Directory Workflows

Workflows is the new and improved way to integrate with XM Directory and automate tasks, and will eventually fully replace automations. To get ahead of this change, we recommend recreating your automations as workflows. For instructions on creating workflows that replace automations, see Migrating Automations to XM Directory Workflows.