You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.

Showing articles from workflow tag

Add Steps to Your Workflow

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 …

Definitions of Workflow Step Types

* **Wait**: This option will allow you to pause your work flow for a number of months, weeks, days. For example, if you are creating a new member onboarding workflow, you may wish to wait a certain number of days between your initial email, and a follow-up email. ![screenshot][1] Options for the Wait step type …

Creating a New Workflow

Before creating a workflow, be sure to complete the [prerequisites][1]: * For each workflow, you will need to create the desired email templates to be used in your campaign. See **[Create and Manage Email Templates][2]**. * For each workflow, you will need to specify/create the desired lists/committees as needed.…

scroll to top icon