Create New Workflow - Article

Modified on Mon, 2 Jan, 2023 at 3:42 PM

Create Folder

Workflows are a series of actions meant to be performed depending on the stage of the lead. Having a folder will help you create multiple workflows that are interconnected with each other. If you want your lead to go through different stages By creating a folder, you can create multiple workflows for objective. Buy, In order for you to achieve that objective, you would have to create a series of workflows that will pass every lead from one stage to another. In simple terms, having a folder will help you stay organized when you need your lead to go through different stages.

Create Workflow

This is the first step in creating a workflow process. You can create a new workflow by clicking on this icon to select a template.

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 the 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 own triggers and actions.

To start creating your new workflow:

Rename your workflow
Click on "Add New Workflow Trigger"

After clicking on "Add New Workflow Trigger" You will see several different options to choose from.

For example, you want to set up a Contact Birthday Reminder

Click Add New Workflow
Select Birthday Reminder
Add your first Action

Choose your External Communcation. In this example we are going to send a SMS

SMS
Sends a text message to the contact

Edit the Action

Edit Action Name
Choose a Template or
Choose to write a new message
Use the Custom Values to add the Contacts Name {{contact.first_name}}

SMS

Choosing Workflow Triggers

Here you can select the trigger you want to work with. The triggers are arranged alphabetically