Programs: Managing Topics

Topics is a public list of contacts who belong to a program.

1. Click in the ribbon

2. Click CRM

3. Click Programs

4. Click a program

5. Click Topics

6. Click Add Topic

7. Enter a topic title

8. Click Save

9. Click a topic to view information

10. Click to edit topic, create a workflow, or delete the topic

11. Click X Contacts to view the contacts added to the topic

    • To add a contact to a topic, refer to Adding a New Contact

12. Click the tab entitled Automations to view workflows

    • Click Create Workflow to create a new workflow

13. To view another topic, click and choose the desired topic