fix: changing messaging to workflows

contents/docs/workflows/_snippets/beta.mdx

@@ -0,0 +1,9 @@
+import CalloutBox from 'components/Docs/CalloutBox'
+
+<CalloutBox icon="IconInfo" title="Workflows is in beta" type="fyi">
+
+Workflows is currently in early beta. While in beta, workflows is free to use. See the overview page for the [proposed pricing model](/docs/workflows#pricing).
+
+We're always looking for feedback to improve workflows, please [reach out to us directly](https://app.posthog.com/messaging/campaigns#panel=support%3Afeedback%3A%3Alow%3Atrue) in app. 
+
+</CalloutBox>

contents/docs/messaging/_snippets/channel-platforms.tsx → contents/docs/workflows/_snippets/channel-platforms.tsx

@@ -5,7 +5,7 @@ const ChannelPlatforms = () => {
     const platforms = [
         {
             label: 'Email',
-            url: '/docs/messaging/configure-channels?tab=Email',
+            url: '/docs/workflows/configure-channels?tab=Email',
             image: 'https://res.cloudinary.com/dmukukwp6/image/upload/email_channel_dcb0bdadf1.svg',
         },
         {

contents/docs/messaging/configure-channels.mdx → contents/docs/workflows/configure-channels.mdx

@@ -4,14 +4,17 @@ showStepsToc: true
 ---
 
 import Tab from "components/Tab"
+import Beta from './_snippets/beta.mdx'
+
+<Beta />
 
 <Steps>
 
 <Step title="Create a new messaging channel" badge="required">
 
-Before you can design a campaign, you need to configure a messaging channel. Campaigns use messaging channels to deliver messages to your users.
+Before you can design a workflow, you need to configure a messaging channel. Workflows that send messages use messaging channels to deliver messages to your users.
 
-To create a new channel, go to messaging > [**Channels** tab](https://app.posthog.com/messaging/channels) > click **+ New channel**, and select the channel you want to configure:
+To create a new channel, go to workflows > [**Channels** tab](https://app.posthog.com/messaging/channels) > click **+ New channel**, and select the channel you want to configure:
 
 <Tab.Group tabs={[
 'Email', 
@@ -27,7 +30,7 @@ To create a new channel, go to messaging > [**Channels** tab](https://app.postho
 
 Email is the default messaging channel in PostHog.  
 
-You can use it to send **[drip campaigns](/docs/messaging/email-drip-campaign), transactional messages, or announcements** directly from the Campaign Builder.
+You can use it to send **[drip campaigns](/docs/workflows/email-drip-campaign), transactional messages, or announcements** directly from the Campaign Builder.
 
 ### Configure the channel
 
@@ -77,20 +80,20 @@ Navigate to **Messaging** > **Templates** tab > click **+ Create new**.
 
 - Give your template a name.
 - Write your subject line and body content (HTML and text versions are supported).
-- Use variables like `{{ person.name }}` to personalize your message. See the [campaign builder](/docs/messaging/campaign-builder) documentation for more information on available variables.
+- Use variables like `{{ person.name }}` to personalize your message. See the [campaign builder](/docs/workflows/campaign-builder) documentation for more information on available variables.
 
 Save your template — you'll be able to select it later when you design a campaign.
 
 You'll still be able to edit the message in the campaign builder.
 
 </Step>
 
-<Step title="Use in a campaign" badge="required">
+<Step title="Use in a workflow" badge="required">
 
-Once your channel is created, you can use it in a campaign to deliver messages to your users.
+Once your channel is created, you can use it in a workflow to deliver messages to your users.
 
-<CallToAction type="primary" to="/docs/messaging/launch-campaign">
-  Launch your first campaign
+<CallToAction type="primary" to="/docs/workflows/launch-workflow">
+  Launch your first workflow
 </CallToAction>
 
 </Step>

contents/docs/messaging/email-drip-campaign.mdx → contents/docs/workflows/email-drip-campaign.mdx

@@ -2,35 +2,38 @@
 title: "Set up an email drip campaign"
 showStepsToc: true
 ---
+import Beta from './_snippets/beta.mdx'
+
+<Beta />
 
 In this guide we'll walk through creating a simple **drip campaign**. After following this guide, you will:
 - Send a welcome email when a user signs up
 - Follow up 1 day later if they haven't completed onboarding
 
 <Steps>
 
-<Step title="Create a campaign" badge="required">
+<Step title="Create a workflow" badge="required">
 
 Go to [Messaging](https://app.posthog.com/messaging/campaigns/new/workflow) and click the **+ New campaign button**.  
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/messaging_new_campaign_light_c1f7b79b46.png"
     imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/messaging_new_campaign_dark_6a4ea06e58.png"
     classes="rounded"
-    alt="Click the New Campaign button"
+    alt="Click the New Workflow button"
 />
 
-This will open the campaign builder. 
+This will open the workflow builder. 
 
-The new campaign only has two blocks:
-- A trigger block: This defines the event that will start the campaign workflow.
-- An exit block: This defines the event that will end the campaign workflow.
+The new workflow only has two blocks:
+- A trigger block: This defines the event that will start the workflow.
+- An exit block: This defines the event that will end the workflow.
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/new_campaign_light_acfabde4ca.png"
     imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/new_campaign_dark_8ed34dd06e.png"
     classes="rounded"
-    alt="Fresh campaign with trigger block"
+    alt="Fresh workflow with trigger block"
 />
 
 The trigger block has a little exclamation mark. This means it is not configured. In general, if there are problems with a block, it will have a little exclamation mark.
@@ -39,18 +42,20 @@ The trigger block has a little exclamation mark. This means it is not configured
 
 <Step title="Set the trigger" badge="required">
 
-Now, let's click on the trigger block and configure it. In a new campaign, the trigger doesn't have any default trigger events. Triggers tell PostHog what events will start the campaign workflow.
+Now, let's click on the trigger block and configure it. In a new workflow, the trigger doesn't have any default trigger events. Triggers tell PostHog what events will start the workflow workflow.
+
+Change the frequency drop down to `"One time"` this means a user will only go through this workflow once, and cannot be re-enrolled.
 
 <ProductScreenshot
-    imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/trigger_settings_light_40e539b7ee.png"
-    imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/trigger_settings_dark_02b15cd094.png"
+    imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/q_auto,f_auto/frequency_trigger_ff50a0016d.png"
+    imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/q_auto,f_auto/frequency_trigger_ff50a0016d.png"
     classes="rounded"
     alt="Trigger warning that event is required"
 />
 
 Click the **+ Add trigger event** button and search for the event you want to use as the trigger. 
 
-Search for your the signup event you capture with PostHog SDKs, (e.g. `user signed up`) and click it. This tells the campaign to start when this event is captured:
+Search for your the signup event you capture with PostHog SDKs, (e.g. `user signed up`) and click it. This tells the workflow to start when this event is captured:
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/c_crop,g_north,h_0.9,w_1.0/w_1600,c_limit,q_auto,f_auto/messaging_new_campaign_event_select_light_a08c890a53.png"
@@ -72,7 +77,7 @@ Don't worry about the conversion goal or exit conditions for now, and exit this
 
 <Step title="Send the first email" badge="required">
 
-Drag an **Email** dispatch beneath the trigger, into the campaign like this:
+Drag an **Email** dispatch beneath the trigger, into the workflow like this:
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/new_email_light_98795f1414.png"
     imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/new_email_dark_e2811207c7.png"
@@ -91,7 +96,7 @@ Then, click on the email block to configure it. Set the **subject line** and **s
 
 > If you haven't configured an email channel yet, you will need to do that first.
 > 
-> <CallToAction className="mb-4" type="primary" to="/docs/messaging/configure-channels">
+> <CallToAction className="mb-4" type="primary" to="/docs/workflows/configure-channels">
 >   Configure an email channel
 > </CallToAction>
 > 
@@ -146,32 +151,32 @@ Configure this email with content encouraging them to complete onboarding. Some
 - Highlight the value they'll get from completing onboarding
 - Consider offering help or support
 
-The campaign will now:
+The workflow will now:
 - Exit if their person property `first_onboarding_complete` is set to `true` (they've completed onboarding)
 - Send the follow-up email if they have not completed onboarding after the wait period
 
 </Step>
 
 <Step title="Review and launch" badge="required">
 
-Now the complete campaign should look like this:
+Now the complete workflow should look like this:
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_2000,c_limit,q_auto,f_auto/email_drip_overview_light_a84567a8f9.png"
     imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_2000,c_limit,q_auto,f_auto/email_drip_overview_dark_2bb57406d6.png"
     classes="rounded"
-    alt="Complete campaign workflow"
+    alt="Complete workflow workflow"
 />
 
-Click **Create** to publish the campaign. 
+Click **Create** to publish the workflow. 
 
 </Step>
 
-<Step title="Enable the campaign" badge="required">
+<Step title="Enable the workflow" badge="required">
 
-Once you have confirmed the campaign works as expected, you can enable it by clicking the **Enable** button at the top right of the campaign builder.
+Once you have confirmed the workflow works as expected, you can enable it by clicking the **Enable** button at the top right of the workflow builder.
 
-Your new users will now automatically receive this drip campaign to help guide them through onboarding.
+Your new users will now automatically receive this email drip campaign to help guide them through onboarding.
 
 </Step>
 

contents/docs/messaging/launch-campaign.mdx → contents/docs/workflows/launch-workflow.mdx

@@ -1,51 +1,54 @@
 ---
-title: "Launch your first messaging campaign"
+title: "Launch your first workflow"
 showStepsToc: true
 ---
 
 import Tab from "components/Tab"
+import Beta from './_snippets/beta.mdx'
 
-After setting up your [messaging channel](/docs/messaging/configure-channels), you can launch your first campaign. Campaigns are workflows that deliver messages to your users based your configured logic.
+<Beta />
 
-This guide covers creating a very basic campaign. See the [campaign builder](/docs/messaging/campaign-builder) for more information on the different components of a campaign, and see the end of this guide for more examples.
+This guide covers creating a very basic workflow where we send an email to users who perform an event on your app or site. Since we are sending a message (email), you will need to set up a [messaging channel](/docs/workflows/configure-channels) first.
+
+See the [workflow builder](/docs/workflows/workflow-builder) for more information on the different components of a workflow, and see the end of this guide for more examples.
 
 <Steps>
 
-<Step title="Create a campaign" badge="required">
+<Step title="Create a workflow" badge="required">
 
-Go to [Messaging](https://app.posthog.com/messaging/campaigns/new/workflow) and click the **+ New campaign button**.  
+Go to [Workflows](https://app.posthog.com/messaging/campaigns/new/workflow) and click the **+ New campaign button**.  
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/messaging_new_campaign_light_c1f7b79b46.png"
     imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/messaging_new_campaign_light_c1f7b79b46.png"
     classes="rounded"
-    alt="Click the New Campaign button"
+    alt="Click the New Workflow button"
 />
 
-This will open the campaign builder:
+This will open the workflow builder:
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/new_campaign_light_acfabde4ca.png"
     imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/new_campaign_dark_8ed34dd06e.png"
     classes="rounded"
-    alt="Fresh campaign with trigger block"
+    alt="Fresh workflow with trigger block"
 />
 
-The new campaign only has two blocks:
-- A trigger block: This defines the event that will start the campaign workflow.
-- An exit block: This defines the event that will end the campaign workflow.
+The new workflow only has two blocks:
+- A trigger block: This defines the event that will start the workflow workflow.
+- An exit block: This defines the event that will end the workflow workflow.
 
-On the right side of the campaign builder, you can see the types of blocks available to add to your campaign.
+On the right side of the workflow builder, you can see the types of blocks available to add to your campaign.
 
 </Step>
 
 <Step title="Configure the trigger" badge="required">
 
-Now, let's click on the trigger block and configure it. In a new campaign, the trigger doesn't have any trigger events. Triggers tell PostHog what events will start the campaign workflow.
+Now, let's click on the trigger block and configure it. In a new workflow, the trigger doesn't have any trigger events. Triggers tell PostHog what events will start the workflow workflow.
 
 <ProductScreenshot
-    imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/trigger_settings_light_40e539b7ee.png"
-    imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/trigger_settings_dark_02b15cd094.png"
+    imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/q_auto,f_auto/frequency_trigger_ff50a0016d.png"
+    imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/q_auto,f_auto/frequency_trigger_ff50a0016d.png"
     classes="rounded"
     alt="Trigger warning that event is required"
 />
@@ -54,11 +57,13 @@ Click the **+ Add trigger event** button and search for the event you want to us
 
 You can use any PostHog event as a trigger. For example, you could add a button in your app that captures a `test_email` event when clicked.
 
+Change the frequency drop down to `"One time"` this means a user cannot be re-enrolled once they are in the workflow
+
 </Step>
 
 <Step title="Add an Dispatch" badge="required">
 
-Now that we have a trigger that can initiate the campaign workflow, we need to add an Dispatch to send a message to the users who trigger the campaign.
+Now that we have a trigger that can initiate the workflow workflow, we need to add an Dispatch to send a message to the users who trigger the workflow.
 
 <Tab.Group tabs={[
 'Email', 
@@ -72,7 +77,7 @@ Now that we have a trigger that can initiate the campaign workflow, we need to a
 <Tab.Panels>
 <Tab.Panel>
 
-Drag an **Email** dispatch beneath the trigger, into the campaign. Then, click on the email block to configure it.
+Drag an **Email** dispatch beneath the trigger, into the workflow. Then, click on the email block to configure it.
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/configure_email_template_light_ed7a551fec.png"
@@ -83,14 +88,14 @@ Drag an **Email** dispatch beneath the trigger, into the campaign. Then, click o
 
 In the email template, you can configure the following:
 - **From:** A sender address configured in your messaging channel.
-- **To:** The email address of the recipient. By default, it targets the user who's event triggered the campaign.
+- **To:** The email address of the recipient. By default, it targets the user who's event triggered the workflow.
 - **Subject:** The subject line of the email.
 - **Preheader:** The optional preheader of the email.
 - **Body:** The body of the email. You can use the built in editor to format your email, or you can use a custom template.
 
 During testing, you can hardcode your own email address in the **To** field for testing.
 
-The email template has access to event and person properties of the trigger event. You can learn more about this in the [campaign builder](/docs/messaging/campaign-builder) documentation.
+The email template has access to event and person properties of the trigger event. You can learn more about this in the [workflow builder](/docs/workflows/workflow-builder) documentation.
 
 </Tab.Panel>
 <Tab.Panel>
@@ -108,18 +113,18 @@ The email template has access to event and person properties of the trigger even
 
 </Step>
 
-<Step checkpoint title="Test the campaign" subtitle="Confirm you can trigger the campaign">
+<Step checkpoint title="Test the workflow" subtitle="Confirm you can trigger the workflow">
 
-Before publishing the campaign, you can test it to confirm it works as expected. On the right side of the campaign builder, you can see the **Test** button.
+Before publishing the workflow, you can test it to confirm it works as expected. On the right side of the campaign builder, you can see the **Test** button.
 
 <ProductScreenshot
     imageLight="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/test_campaign_light_898c0791af.png"
     imageDark="https://res.cloudinary.com/dmukukwp6/image/upload/w_1600,c_limit,q_auto,f_auto/test_campaign_dark_9ffc6cdd44.png"
     classes="rounded"
-    alt="Test campaign"
+    alt="Test workflow"
 />
 
-When you click the **Test** button, you will be directed to test the campaign by creating a mock trigger. The following options are available:
+When you click the **Test** button, you will be directed to test the workflow by creating a mock trigger. The following options are available:
 
 - **Make a real request to PostHog:** When enabled, real messages will be delivered to the recipient. When disabled, API calls are mocked and logged.
 - **Test event:** Click to expand the test event configuration. An example event will be generated by default. You can click the **Load new event** to load a real event's data into the test event.
@@ -128,21 +133,21 @@ You can click the ** Run test** button to send the test event.
 
 </Step>
 
-<Step title="Enable the campaign" badge="required">
+<Step title="Enable the workflow" badge="required">
 
-Once you have confirmed the campaign works as expected, you can enable it by clicking the **Enable** button at the top right of the campaign builder.
+Once you have confirmed the workflow works as expected, you can enable it by clicking the **Enable** button at the top right of the workflow builder.
 
-This will publish the campaign and start delivering messages to your when the trigger event is triggered. For this example campaign, you can hardcode all emails to your own email address for testing.
+This will publish the workflow and start delivering messages to your when the trigger event is triggered. For this example workflow, you can hardcode all emails to your own email address for testing.
 
 </Step>
 
-<Step checkpoint title="Monitor the campaign" subtitle="Confirm messages are being delivered">
+<Step checkpoint title="Monitor the workflow" subtitle="Confirm messages are being delivered">
 
-Once the campaign is enabled, you can monitor your campaign in the **Metrics** and **Logs** tabs of the campaign builder.
+Once the workflow is enabled, you can monitor your workflow in the **Metrics** and **Logs** tabs of the workflow builder.
 
-To confirm your campaign is delivering messages, look for these signs:
+To confirm your workflow is delivering messages, look for these signs:
 - In the **Metrics** tab, you should see a line chart showing the number of **succeeded** and **triggered** messages.
-- In the **Logs** tab, you can see logs of recently triggered campaign workflows. Confirm that there aren't any errors.
+- In the **Logs** tab, you can see logs of recently triggered workflow workflows. Confirm that there aren't any errors.
 - See the message delivered in your inbox.
 
 </Step>