Build a workflow
Last updated 29 April 2026
A workflow in Money Alive Office gives you control over how viewers are onboarded, engaged, completed and reported on. The walkthrough video covers the full set-up; the steps below mirror it for reading and reference.
Steps
Create the workflow — click New and enter a name.
Pick a box set — select the box set the viewer will be given access to.
Choose an onboarding option — see the table below.
Configure reminders (optional) — set when to email the viewer or a staff address if the workflow stays incomplete.
Set completion behaviour — choose what happens when the viewer finishes.
Go live — publish the workflow. Subsequent edits move it to a
changedstate, ready to be published or reverted.
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 campaigns. |
| 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 row to open the report.
The report shows progression from joining through to completion, opt-out or next-steps clicks. Selecting a status tab filters to those viewers. Reports can be downloaded as PDF or CSV.