Workflows

This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added functionality. Step 1: Access the Workflow Dashboard Navigate to workflows, you’ll end up on this Workflow Dashboard page. Here you’ll see drafted and published workflows. You […]

This tutorial will show you how to customize your Workflow Settings. Navigate to the Settings tab within the Workflow Builder. Here you’ll see a list of customizable settings. Choose a sending window. If you select Any Time, the workflow will occur anytime someone is added. If you select Specific Times, you can customize days and times. Sender Address allows you

Here’s how to view and understand the Status of Workflows. Navigate to the Status tab within the Workflow Builder. Use the dropdown menus to sort and filter through the current statuses for your Workflow. Here, you can view the Contacts, Date Added, Current Step, Workflow Status, Next Execution, Execution Log, and Actions. For Contacts, you will be

When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized. Step 1: Creating Folders Navigate to Workflows Click “Create folder” in the top right In the popup window, name your Folder. Save, and it will appear in your list of All Workflows. Step

The Event Start Date action allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflow can be sent in relation to that day and time using the ‘before’ and ‘after’ actions. This is useful for sending out reminders for both in-person and

Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows on a deeper level to enhance your business. There are numerous options for customizing the If/Else condition by adding one or multiple “and” & “or” filters to customize out the action as you need. Perhaps

Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you already have. Perhaps you have a Workflow already built and you want to create another one with a comparable setup. Rather than starting from scratch, you can clone the original Workflow and then

This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or unread, and choose whether to archive or unarchive Conversations, giving you more control over your communication with your leads. Follow these steps to use the action in a Workflow: Step 1: Create a Workflow Navigate