Quick Start
Get up and running with Sequensy in under 5 minutes.
Overview
This guide will walk you through creating your first workflow in Sequensy. By the end, you’ll have a working automation that sends an email whenever a new user registers on your site.
Step 1: Access Sequensy
- Log in to your WordPress admin dashboard
- Click Sequensy in the left sidebar
- You’ll see the main workflow dashboard
Step 2: Create a New Workflow
- Click the Create Workflow button
- Enter a name for your workflow: “Welcome New Users”
- Click Create to open the workflow builder
Step 3: Add a Trigger
Triggers define when your workflow runs. For this example, we’ll use the “User Registered” trigger.
- In the workflow builder, you’ll see a Trigger node
- Click on it to configure
- Select WordPress > User Registered from the dropdown
- This trigger fires whenever someone creates a new account
Step 4: Add an Action
Actions define what happens when the trigger fires.
- Click the + button below the trigger node
- Select Add Action
- Choose WordPress > Send Email
- Configure the email:
- To:
{{Trigger.user_email}} - Subject:
Welcome to our site, {{Trigger.display_name}}! - Message: Write your welcome message
- To:
Step 5: Use Dynamic Variables
Notice the {{Trigger.user_email}} syntax? These are workflow variables that get replaced with actual data when the workflow runs.
Available variables from the User Registered trigger:
| Variable | Description |
|---|---|
{{Trigger.user_id}} | The new user’s ID |
{{Trigger.user_email}} | The user’s email address |
{{Trigger.user_login}} | The username |
{{Trigger.display_name}} | The user’s display name |
Step 6: Activate Your Workflow
- Click Save to save your workflow
- Toggle the Active switch to enable the workflow
- Your workflow is now live!
Testing Your Workflow
To test the workflow:
- Open an incognito/private browser window
- Go to your site’s registration page
- Create a new test account
- Check the email inbox for your welcome email
Viewing Activity Logs
After your workflow runs:
- Go to Sequensy > Activity
- You’ll see a log entry showing:
- When the workflow ran
- The trigger that fired
- Each action that executed
- Any errors (if they occurred)
Next Steps
Congratulations! You’ve created your first Sequensy workflow. Here’s what to explore next:
- Workflow Concepts - Understand triggers, actions, and variables in depth
- Triggers Reference - Browse all available triggers
- Actions Reference - See what actions you can perform
- Integrations - Connect to external services