Build a workflow
Last updated 13 October 2026
A workflow in Money Alive Office gives you control over how viewers are onboarded, engaged, completed and reported on. The steps below walk through setting one up.
Steps
Create the workflow. Go to Workflows and press New. Give the workflow a name (1) and a logo (2), then press Build workflow (3).
Set it up in the builder. Each card is one part of the workflow. Press + on a card to add to it.
- Onboarding: how viewers join the workflow. See the options below.
- Video experience: the box set the viewer gets when they join.
- Reminders (optional): emails to the viewer, or to a staff address, if they haven't started.
- Completion: what happens when the viewer finishes.
- Go live: press Publish changes. If you edit a live workflow later, it shows as Changed until you publish again, or you can revert the changes.
How many workflows you can have
Your plan includes a set number of workflows. The count next to the Workflows heading (1) shows how many you've used, and New (2) starts a new one.
When you've used them all, the New button is hidden. To add more, email us at support@moneyalive.co.uk.
Onboarding options
| Option | Description | Notes |
|---|---|---|
| Webforms | A webform with its own URL and branding for viewers to register through. | |
| Tracking link | A short URL that forwards to the form and captures the viewer's ID. | Ideal for printed materials. |
| SmartLink | Token-based API for integration with an existing application. |
Reminders
The opt-out toggle, when enabled, lets viewers mark their account as not wanting any further engagement with the workflow.
Completion options
| Option | Description | Notes |
|---|---|---|
| Next steps screen | Present the viewer with up to two follow-on links. | Clicks are tracked and form part of the viewer report. |
| Opt out | Lets the viewer self-certify they don't want to engage further. | |
| Staff notifications | Sends an email to a defined address when the viewer completes the workflow. |
Reporting
Once viewers join your workflow, click the pie chart on the workflow's row to open its report.
- Download: save the report as a PDF or CSV.
- Totals: how many viewers joined, completed, opted out and clicked a Next steps option. Click a total to see only those viewers.
- Viewers: each viewer, when they joined, where they are now, and whether they clicked a Next steps option.