Workspace Controls

This guide provides detailed instructions on managing the settings of your Cargo workspace.

GENERAL

Workspace settings

This section allows you to configure and manage the meta workspace settings effectively.

  • Name
    Change Workspace Name
    Description

    Specify your preferred workspace name.

  • Name
    Allowed User Email Domains
    Description

    Specify permitted email domains for user invitations.

  • Name
    Contact Support
    Description

    By clicking the Intercom button at the bottom right of the window, opening a popup for direct Cargo-related queries.


USERS

User access

This section allows you to manage user access to your Cargo workspace.

  • Name
    Invite Users
    Description

    Send invitations to new users via email.

  • Name
    Remove Users
    Description
    Remove a user from the workspace.

API

Access your Cargo workspace API

This section allows you to manage your Cargo workspace API settings.

  • Name
    Auth Token
    Description

    Copy the basic auth token for making API calls to your Cargo workspace.

  • Name
    Generate New Auth Token
    Description

    Generate a new auth token and copy it to start using it.


BILLING

Manage your workspace billing

This section allows you to manage your workspace billing settings.
  • Name
    Manage Your Invoices
    Description

    Access and manage workspace invoices.


SYSTEM OF RECORDS

Manage the system of record

This section allows you to manage the system of records in your Cargo workspace.

  • Name
    Configuration
    Description

    Add or configure a system of records.

  • Name
    Query System of Record
    Description

    Utilize the Sandbox Query Builder.


REVENUE ORGANIZATION

Set up your revenue organization

This section allows you to set up your revenue organization effectively.

  • Name
    Refresh List of Members
    Description

    Refresh the list of members loaded from your connected GTM tools.

  • Name
    View Members
    Description

    Review all members within your revenue organization.

  • Name
    View Allocations
    Description

    Keeps a tally of how leads are distributed among team members within specific categories, helping to monitor and adjust lead distribution.

  • Name
    Allocation Interval
    Description

    How long the tally of allocations keeps its memory.

  • Name
    Fallback Member
    Description

    A designated backup member for lead allocations, ensuring no lead is left unattended when the primary member reaches their maximum capacity.


INTEGRATIONS

Add and manage 3rd party integrations

This section allows you to add and manage third-party integrations in your Cargo workspace.

  • Name
    Manage Connectors
    Description

    View all connectors configured on your workspace. By clicking the + button, which will open a modal for adding a new connector.


CREDITS

Credits

This section allows you to monitor and purchase additional workspace credits.

  • Name
    View Workspace Credits Remaining
    Description

    Monitor the yellow icons for credits available on your account. The information appears in this format x/y (z): - x: the amount of credits remaining. - y: initial credits available on the workspace every month. - (z): remaining amount of additional purchased credits.

  • Name
    Purchase Additional Workspace Credits
    Description

    Clicking on the yellow icon redirects you to a Stripe payment page.


Workflow Controls

This guide provides detailed instructions on managing workflows within your Cargo workspace, from creation to execution monitoring.

TOP BAR

Top bar

Manage workflow settings directly from the top bar of the orchestration panel.

  • Name
    Enable Workflow
    Description

    Toggle the workflow enablement button on the left-side of the top bar to enable the workflow to react to triggers.

  • Name
    Undo/Redo Actions
    Description

    Use the undo/redo buttons on the top bar Reverse or re-apply editing actions.

  • Name
    Return to Workspace
    Description

    Navigate back to the main Workflows panel using the dedicated button on the top bar.

  • Name
    Publish Workflow Version
    Description

    Publish your draft of the workflow to your workspace with the Publish button.

  • Name
    Import/ Export Workflows
    Description
    • Export: Click on the top bar and select Export JSON to download a config file containing the workflow's details. - Import: Click on the top bar and select Import JSON to upload the config downloaded previously.
  • Name
    Duplicate workflow
    Description

    Click on the ... button in the top bar and select Duplicate to create a copy of the workflow.

  • Name
    Rename a Workflow
    Description

    Click inside the workflow's display name in the top bar to rename the workflow.

  • Name
    Remove a Workflow
    Description

    Click on the ... button in the top bar and select Remove to permanently delete a workflow from the workspace.


Release controls

Release controls

Manage the publishing and triggering settings of your workflows using the release controls in the orchestration panel.

  • Name
    Release notes
    Description

    Add release notes to document changes and updates in each version.


Trigger conditions

Trigger conditions

When dealing with repeated records, workflows can be set to:

  • Name
    Resync schedule
    Description

    Configure how often the segment resync with the data model feeding the workflow to look for changes.

  • Name
    Always Enroll
    Description

    Starts the workflow every time a change is noticed, regardless of prior workflow runs. Useful for acting on every change quickly.

  • Name
    Enroll if Not Executing
    Description

    Starts the workflow only if the record isn't currently being processed. Helps avoid duplication from high-frequency enrollments.

  • Name
    No Re-Enrollment
    Description

    Ensures that once a record has gone through the workflow, it won't trigger again. Ideal for processing each record only once and avoiding further actions on subsequent changes.

  • Name
    New Record Additions
    Description

    Triggers the workflow when new records are added. Essential for immediate actions on new information, like adding new customers.

  • Name
    Record Deletions
    Description

    Starts workflows when records are removed. Useful for data cleanup and triggering follow-up actions.

  • Name
    Record Updates
    Description

    Triggers workflows when specific details in a record are changed, ensuring actions are based on the latest data. This options allows tracking a certain column to track for updates, as opposed to tracking all the columns in a segment.

  • Name
    No Record Updates
    Description

    Triggers workflows no result in a record are changed. This options allows tracking a certain column to track for updates, as opposed to tracking all the columns in a segment.


WORKFLOW EXECUTION

Workflow execution concepts

Explore detailed settings and configurations for managing workflow runs in testing and automated execution.

  • Name
    Execution Flow
    Description

    Nodes linked in a flow together execute sequentially, creating a logical execution path.

  • Name
    Draft Run
    Description

    Manage the initial development phase of workflow creation.

  • Name
    Published Workflow Run
    Description

    Create ad-hoc runs in a published workflow via the Runs view in the worklfow interface.

  • Name
    Triggered Run
    Description

    Workflow able to triger runs based on segment changes.


RIGHT BAR

Right bar

Access node catalog and manage node positioning within the workflow editor.

  • Name
    Node Catalog
    Description

    Open the right navigation bar to access the Node Catalog by clicking the +.

  • Name
    Autolayout
    Description

    Automatically repositions nodes neatly across the workflow editor.

  • Name
    Run next nodes
    Description

    Automatically run all remaining nodes in the execution flow present in the current workflow draft.


NODES

Node Configuration

Configure individual nodes within a workflow using the ... button on the right panel when node is selected.

  • Name
    Rename/Duplicate/Remove Node
    Description

    Adjust node settings or duplicate for reuse within the workflow.

  • Name
    Add Retry Policy
    Description

    Specify retry policies for nodes to ensure robust error handling.

  • Name
    Fail Mode
    Description

    Set node failure handling strategies.

  • Name
    Add Fallback Node
    Description

    Designate a fallback node for scenarios where the primary node fails.

LOGICAL NODES

Logical nodes

See here a list of nodes used to configure logical operations in your workflows.

  • Name
    Delay
    Description

    Wait before calling the next actions. The Wait node is used to create a pause of any desired duration in your workflows. The Wait node can be set to resume based on a time interval in minutes.

  • Name
    Split
    Description

    Split lets you divide your workflow into two branches, where you select the percentage you want to split.

  • Name
    Model search
    Description

    Retrieve entity records and get existing information you have on a lead, account, or any entity in a data model.

  • Name
    Entity upsert
    Description

    Create or update an entity record. The goal is to write back relevant attributes you would like to retrieve in your data warehouse.

  • Name
    Scoring
    Description

    Set up a scoring model using Cargo. You can create scoring models for various use cases including churn prediction score, lead & account scoring, etc.

  • Name
    Group node
    Description

    Loop multiple elements in an array inside a Cargo workflow. To loop through an array, perform a uniform operation on each of these elements programmatically.

  • Name
    Variables
    Description

    Temporarily store some values to be able to use them again at another point in the workflow.

  • Name
    Filter
    Description

    Block the workflow's execution unless the condition is matched.

  • Name
    Branch
    Description

    Similar logic to a filter, but creates two branches where the condition is and isn't met.

  • Name
    Switch
    Description

    Route records to multiple, exclusive branches conditionally based on criteria.

  • Name
    Balance
    Description

    Distribute records proportinately between different routes.

  • Name
    Workflow
    Description

    Pass an array and trigger another workflow in your space upon execution. Note that a workflow is only triggered on a published workflow, not during node testing.

  • Name
    Allocate
    Description

    Choose members of your team, and retrieve members IDs across the sales tools.

  • Name
    Memory
    Description

    Create a key/value data store for use later in the workflow.


Expressions

Expressions are critical for dynamic data referencing and transformation across the orchestration and storage systems within Cargo.

EXPRESSION SYNTAX

Expression Syntax

Basic syntax and components of expressions in Cargo.
  • Name
    Curly brackets {{ }}
    Description

    Enclose expressions within double curly brackets. Text outside these brackets is treated as a string.

  • Name
    Nodes object {{nodes}}
    Description

    Access the context of all nodes, from the start node to the current node in the workflow.

  • Name
    Parent nodes object {{parentNodes}}
    Description

    Retrieve data from a parent node in order to use inside a nested group node within a workflow.

  • Name
    Dot notation .
    Description

    Access nested data structures, properties or methods of a data object inside an expression.

  • Name
    Square brackets []
    Description

    Use square brackets for indexing arrays, with 0 being the index of the first element inside an array.

  • Name
    Truthy check
    Description

    A truthy value checks whether the variable truthy or not. To check if an expression is truthy, referencing the value using a conditional node like a filter or a branch node will check whether the variable is truthy. For instance, {{nodes.start.domain}} will evaluate the expression and return 'true' if it is truthy.

  • Name
    Convert comma-separated string to array
    Description

    To convert a string separated by commas into an array, use the following expression. This will parse the string and return an array of values. {{ (nodes.start.variables.string).split(',') }}

  • Name
    Merge two arrays
    Description

    To merge two arrays, use the following expression: {{ [...array1, ...array2] }}. This will combine both arrays into a single array.

  • Name
    Slice an array
    Description

    To slice an array, use the following expression: {{ array.slice(startIndex, endIndex) }}. This will return a new array containing the elements from the start index up to, but not including, the end index.

  • Name
    Map an array
    Description

    To map an array, use the following expression: {{ array1.map((item) => ({ ...item, variable1: nodes.variables.variable })) }}. This will iterate over each element in the array and add or update the variable1 property with the value from nodes.variables.variable, returning a new array with the modified objects.


DATA HANDLING

Handling Data Objects

Manipulate data objects within expressions to perform data transformations.

  • Name
    Filter
    Description

    Isolate specific data, such as filtering LinkedIn profiles from a list.

  • Name
    Map
    Description

    The map() method in JavaScript creates a new array populated with the results of calling a provided function on every element in the calling array. This method is useful for transforming data within an array without altering the original array. For example, if you have an array of user profiles and you need to extract just the URLs from each profile, map() can be applied to produce a new array of URLs, leaving the original profiles array unchanged.

  • Name
    Join
    Description

    Combine multiple strings or data elements into a single string, separated by commas.


GLOBAL FUNCTIONS

Global Functions

Utilize global functions to encode URLs, parse strings, and more within your expressions.

  • Name
    encodeURIComponent() and decodeURIComponent()
    Description

    Encode or decode parts of URLs to ensure they are safe to send over the internet.

  • Name
    isNaN(), parseInt(), and parseFloat()
    Description

    Check if a value is NaN, or convert strings to integers or floating-point numbers.

  • Name
    isPrototypeOf()
    Description

    Determine if an object exists within another object's prototype chain.


LOGICAL OPERATORS

Logical and Comparison Operators

Implement logical and comparison operators to make decisions within your expressions based on multiple conditions.

  • Name
    AND && and OR ||
    Description

    Combine multiple conditions; both or either must be true, respectively.

  • Name
    Strict Equality === and Inequality !==
    Description

    Compare values for equality or inequality, including type comparison.


STRING DATE METHODS

String and Date Methods

Manipulate strings and dates effectively in your expressions to format data as needed.

  • Name
    String Methods (concat(), split(), toLowerCase())
    Description

    Combine strings, divide a string into an array, or convert text to lower case.

  • Name
    Date Methods (Date.parse(), new Date())
    Description

    Compare dates or calculate differences between dates.


MATH METHODS

Math Methods

Perform mathematical operations within your expressions to calculate values dynamically.

  • Name
    Addition +, Subtraction -, Multiplication *, and Division /
    Description

    Use basic arithmetic operations to add, subtract, multiply, or divide values.


Data Module

This section provides detailed instructions and insights on managing data within the Cargo workspace through models and segments.

RECORDS PANEL

Records Panel in the Workflow Editor

Navigate and manipulate data sets and segments within the workspace.

  • Name
    Explore Datasets
    Description

    View and interact with all models loaded in the workspace.

  • Name
    Resync Dataset
    Description

    Manually refresh the data loaded in a model.

  • Name
    Resync Frequency
    Description

    Set the default interval for data refresh in models.

  • Name
    Create a Segment
    Description

    Apply and save filter criteria to create a segment on the model.

  • Name
    Filter for an Existing Segment
    Description

    Apply inclusion or exclusion filters based on existing segments.

  • Name
    Use combinations of AND/OR filter on your existing segment
    Description

    Toggle the AND/OR selectors to create complex filter criteria similar how you could using AND, OR combinations with SQL

  • Name
    Filter or Sort Segment Data
    Description

    Apply limitations or sort criteria to segment data.

  • Name
    Apply filters on nested objects within a segment
    Description

    Set filters on objects nested inside an object to refine your data view. Here’s how you can define these filters:

    • Add filter Click on "Add filter" to start creating a filter condition.
    • Select the nested object Choose the nested object (e.g., "Address") from the list where you want to apply the filter.
    • Choose an operator Select an operator (e.g., "has value", "match conditions") that defines how the filter should behave.
    • Add conditions Define specific conditions by adding further filters within the nested object (e.g., country filter within Address).
    • Conjunction selection Choose the conjunction (AND/OR) to combine multiple conditions as needed.
  • Name
    Inspect Segment Changes History
    Description

    View a log of additions, removals, or modifications within a segment.


MODEL

Managing Data Models in Storage

Create and manage different types of models to structure and store data effectively.

  • Name
    Create a Model from a Data Loader
    Description

    Integrate data loaders to bring external data into the workspace.

  • Name
    Create Data Extractor
    Description

    Extract and structure a new tab of data within a model.

  • Name
    Select a Model's ID
    Description

    Designate a unique identifier for data rows within a model.

  • Name
    Create an SQL Model
    Description

    Utilize SQL queries to construct models from existing database tables or other models.

  • Name
    Create a Google Sheet Model
    Description

    Import data directly from Google Sheets into a new model.

  • Name
    Create a CSV Model
    Description

    Import data from CSV files to construct a new model.

  • Name
    Edit a Model's Configuration
    Description

    Modify the setup of a model to change its data structure or behavior.

  • Name
    Edit dataset relationships within a model
    Description

    Create relationships between different datasets to merge views similar to SQL JOIN logic. Here’s how you can define these relationships

    • Specify the relationship type Specify the whether the relationship from the first model to the second is a one-to-one or one-to-many kind of relationship.
    • Select the columns to join on Choose the columns from the first and second model that you want to use as matching keys to join the two datasets.
  • Name
    Resync the Model
    Description

    Refresh the model's data and trigger updates in related segments.

  • Name
    Set Resync Frequency
    Description

    Configure how frequently the model checks for and integrates new data.

  • Name
    Preview Button
    Description

    Review a model's data output before finalizing its creation or changes.

  • Name
    Preview Workflows Based on a Model
    Description

    Monitor workflows that are dependent on the current model.

  • Name
    Create a Computed Column
    Description

    Define and compute values dynamically from existing data columns in the model.

  • Name
    Create a Custom Column
    Description

    Add specialized data fields to enhance the model's data structure.

  • Name
    Create a Metrics Column
    Description

    Establish columns that calculate and display aggregated data metrics.