Workflows: Enrolling Contacts in a Workflow

Contacts will be enrolled automatically following an event, depending on the workflow trigger type you choose.

In addition to triggered enrollment, you can manually add the desired contact(s) to a workflow by following the steps below.

1. Click in the ribbon

2. Click Automation

3. Click Workflows

4. Click on the workflow to which you want to add the contacts

5. Click and Enroll Contacts to add contacts to a workflow using one of the options below:

   • Contacts that meet custom criteria: Create a custom filter and add all contacts that satisfy the criteria

   • Contacts in a saved filter: Add all the contacts that satisfy the criteria of a filter you have previously created and saved

   • Contacts in a topic: Select a topic to add all the contacts in the topic

   • Contacts in a list: Select a list to add all the contacts in the list

   • Specific contacts: Individually search and select contacts you would like to add

6. After you have added the desired contacts, click Enroll