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Home > Marketing Automation > Add Steps to Your Workflow
Add Steps to Your Workflow
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The workflow steps allow you to to build a campaign workflow by defining specific emails that will be sent under this program, including the sequence of the communication and time frame between each communication.


  1. On the Marketing Automation screen, select the Workflow to which you wish to add steps and click the Workflow Steps tab.
  2. To add a new step, click the Add Step button.
  3. In the Add Workflow Step window, select the Workflow Step Type from the drop-down list. See Definitions of Workflow Step Types. Additional options will require configuration dependent on the type selected.
  4. Complete additional settings for the selected Workflow Step Type. For example, when Send Email is selected, you will have to select the template type- Standard or Email Designer- which template to use, and if a Communication Category should be applied.
    Options when selecting the Send Email step type
  5. Is Active will be enabled by default.
  6. Click Done.
  7. Repeat steps 3 - 7 to add additional workflow steps to your workflow for as many steps as needed.
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