Create Workflow
Workflows are a key factor when it comes to managing important processes. A workflow is simply a set of actions meant to be performed, typically dependent on the stage of the lead in the process.
Select a Template
Once you select any of these templates below, click on the "create new workflow" icon to start building your workflow.
Import from Campaign: By clicking on this template, you can choose from an already existing campaign and import all the steps into a workflow.
Start from Scratch: By clicking on this template, you will create your workflow from scratch with a fresh, clean slate for your automation, with the ability to add your triggers and actions.
Create Folder
To have a clear view of all your data, creating folders can help tremendously with organizing each workflow for the leads that need to be propelled from one stage to another. You can create multiple workflows for objectives within a Folder. In simple terms, having a folder will help you stay organized when you need your lead to go through different stages.
Naming a Folder
Once you click the button, a pop-up will appear for you to name your new folder. Once you have your new folder name typed in, click the green save button to create your new folder.
Folder Details
Click on the created folder to direct you to the Folder details. You will see the;
Folder's name
Status
Total number of enrolled
The active enrolled
The date and time it was last updated
The date and time the workflow was created.
Action
Edit Workflow
This is where you can edit your workflows. More details on editing workflows can be found here.
Open in New Tab
Click here to open the workflow in a new tab.
Draft Workflow
Click here to switch a Published workflow back to Draft mode.
Move to Folder
Click to move the workflow to a folder.
Duplicate Workflow
This button allows you to clone the workflow.
Delete Workflow
This button allows you to delete the workflow.