Workflows: Interacting with a Workflow

A workflow is a sequence of steps that will be triggered when an event occurs.

1. Click on a workflow to view status, details, audit trail, and comments

2. Click and Edit Workflow to change the title of a workflow

3. Click and Enroll Contacts to add contacts to a workflow

4. Click and Activate Workflow or Deactivate Workflow to change the status of the workflow

5. Click , Delete Workflow, and Yes to delete a workflow along with all of the emails and performance data associated with the workflow

6. Click the topic, list, form, etc. to pull up the trigger associated with the workflow

7. Click Design Workflow to design your workflow

8. Click Emails to view emails associated with the workflow, such as a confirmation email

9. Click Performance to view workflow enrollment data