- Start simple: Few nodes first, test, then add complexity.
- Name clearly: Workflow name and node labels that describe purpose.
- Handle errors: Always connect Failed and Invalid ports.
- Test before activating: Use Test Journey and test runs.
- Use variables: Prefer variables for recipient, message content, and API params.
- Use tags and Data Profile: Tag users and store in Data Profile for segmentation and personalization.
- Set Workflow Config: Always set reset, cancel, clean localcache, and message for expiry.
- Export backup: Export JSON after major changes.
What are the best practices for building workflows?
Updated on 18/04/2026
< 1 min read