Mastering Wix Workflow: The Essential Guide to Wix Automations

Hey there, Wix enthusiasts! 👋 Are you ready to elevate your business productivity and unleash the full potential of Wix automations? If you're looking to streamline your operations, boost your efficiency, and free up precious time, you're in the right place. Today, we're diving deep into the workflow feature of Wix, a powerful tool that can revolutionize the way you manage lead generation and customer interactions.

But before we get started, here's a quick heads-up for all you creatives out there: At NewForm, we're passionate about helping you sharpen your design skills, connect with industry leaders, and discover exciting opportunities in the marketplace. Dive into our monthly web design challenges for cash prizes, join our skill-building events, and learn directly from top professionals. If you're eager to elevate your game and surround yourself with like-minded creatives, join us at NewForm!

An Introduction to Wix Workflows: What You Need to Know

So, what exactly is the Wix Workflow feature? It's a dynamic tool designed to automate your business processes and make your life easier. Whether you're a solopreneur, freelancer, or small business owner, workflows help to ensure that important tasks are handled efficiently and effectively.

Ever feel like you're manually managing leads, sending out invoices, or following up on emails? With Wix Workflows, you can set these tasks on autopilot, creating a seamless experience for both you and your clients.

What is a Workflow?

A workflow in Wix is akin to what's often referred to as a "pipeline" on other platforms. It's a visual representation of the steps a lead or customer takes as they move through your business process. This can be incredibly useful across various industries and niches, whether you're running an e-commerce store or offering services.

No more getting lost in the shuffle of mundane tasks—a well-crafted workflow is your key to saving time and staying organized.

Trello: The Visualization Companion

If you're new to workflows or need help visualizing your processes, consider using a tool like Trello. It's an excellent companion for mapping out your Standard Operating Procedures (SOPs). With Trello, you can outline each step in your process, laying the groundwork for the workflows you'll eventually set up in Wix.

Example SOP for Service-Based Businesses

For a service-based business, your SOP might begin with client onboarding. It could look something like this:

1. New Client Onboarded:

- Send out a welcome email.

- Dispatch a contract for signature.

- Issue an invoice for initial payment.

2. Post-Purchase Actions:

- Follow-up email after contract signing.

- Sending instructions for further steps.

- Regular check-ins to ensure client satisfaction.

By crafting a clear SOP, you'll have a ready-made blueprint to implement in your Wix workflows.

Setting Up Your Wix Workflows

Ready to get started? Here's a step-by-step guide to setting up workflows in Wix:

1. Access Your Wix Dashboard

Start by navigating to your Wix dashboard. If you're familiar with the Wix Editor, you'll know how to access the backend controls. Simply click on "My Dashboard" to unveil the hidden power within.

2. Find the Workflows Option

In the search bar, type "Workflows" to locate the desired feature. You can also find it under the "Contacts" section of your dashboard settings.

3. Create a New Workflow

It's time to *get creative*! When setting up your workflow, you have two options:

- Create from Scratch: Tailor your workflow to your specific needs.

- Use a Pre-Designed Workflow: Choose from existing templates such as "Leads," "Website Design," "Hiring," or "E-commerce."

For this guide, let's use the popular Sales Lead Workflow as our example.

4. Assemble Your Workflow Steps

Each column in your workflow represents a distinct step in the process. For instance, a sales lead workflow might include the following steps:

- Lead Created: Welcome new inquiries.

- Welcome Email Sent: Engage leads with an introductory email.

- Invoice Sent and Paid: Mark the completion of initial transactions.

Customize the steps to suit your business model and objectives. Remember, every business is unique, and your workflow should reflect that.

5. Set Up Automation Triggers

Now comes the exciting part—automation! Say goodbye to repetitive manual tasks and hello to efficiency. Wix allows you to create automations that trigger actions based on certain events.

To get started, click the three dots in the upper right-hand corner of your workflow to access settings. Choose "Create Automation" to enter the automations engine.

Example Automation Triggers:

- Welcome Email After Lead Creation: Automatically send a welcome email upon adding a new lead to your workflow.

- Email Notification After Invoice Payment: Receive instant updates when a client completes payment.

By linking automation triggers to your workflow, you create a self-driving system that handles routine tasks autonomously.

Unlocking the Potential of Workflows for E-Commerce

Calling all e-commerce entrepreneurs! The Wix workflow feature is not just for services-based businesses. It can significantly enhance your online store operations, too.

E-Commerce Workflow Use Cases

- Post-Purchase Engagement:

* Send a thank-you email after a purchase.

* Follow up with customer satisfaction surveys.

* Offer exclusive discounts or coupons to encourage repeat business.

By implementing these automations, you can nurture relationships with your customers, fostering loyalty and driving repeat sales.

Adding Labels for Targeted Marketing

For those looking to refine their marketing efforts, consider using workflows to automate label assignments to customer contacts. This allows you to segment your audience effectively, tailoring marketing campaigns to specific customer groups.

Wrapping Up

Utilizing the Wix Workflows and Automation Features is a game-changer for businesses aiming to streamline operations and focus on growth. Whether you are manually managing processes or looking to scale up, investing time in setting up effective workflows will pay dividends in the long run.

Before we wrap up, remember to check out NewForm's community where the sky's the limit. Join us for web design challenges, connect with industry moguls, and elevate your skills—tap into invaluable resources and take your creation game to the next level!

So, are you utilizing workflows and automations in your business yet? Drop a comment below to let us know your experience or any questions you might have. We'd love to hear from you! And don't forget to subscribe for more insights into mastering Wix and other tools that power your business.

Stay creative, Wix Nation, and happy automating! 🚀