Workflows: Creating a New WorkflowΒΆ

There are a couple of ways to create a new workflow.
To do so directly from Automation, follow the steps below.

  1. Click in the ribbon

  2. Click Automation

  3. Click Workflows

  4. Click the in the upper right hand corner

  5. Choose a trigger type

  6. Choose a program

  7. Enter workflow details (the different fields depending on what trigger type was chosen are listed below)

    • Topic Update: Enter title, select if triggered by addition or removal, choose a topic, and select if contacts can only be enrolled once

    • List Update: Enter title, select if triggered by addition or removal, choose a topic, and select if contacts can only be enrolled once

    • Property Update: Enter a title and choose a property

    • Email Open: Enter a title and choose an email

    • Manual Enrollment: Enter a title and select if the workflow is for Marketing purposes or if it is Transactional (the contact has purchased or been enrolled in a service)

  8. Click Save