Workflows

Created by Ezra Weinstein, Modified on Thu, 29 Sep 2022 at 10:10 AM by Hannah Harris

Workflow is a sequence of tasks and processes that you can use to help run your business more efficiently. It can be used to set up all business automation such as email marketing, text message marketing, landing pages, funnel pages, and even popups!

To learn more about workflows and how to build them, check out the "Workflow Training" **** section under the "Advanced Training" help center menu! Click here to check out the Workflow Training!

Created Workflow List

This is the homepage of your Workflow section. The homepage of all your Workflow offers you a comprehensive view of everything related to Workflow. This is the default view of the Workflows under the Automation section. Under this, you will be able to find existing workflows created by you and your team, create and edit crazy amounts of things for each workflow and also create new workflows.

1.
Workflow Name ****This shows you the names of all your workflows, so you can identify them easily.\
2.
Total Enrolled: ****This shows the total number of people who are enrolled in a particular workflow.\
3.
Active Enrolled ****This shows the total number of people who are currently actively enrolled in a particular workflow.\
4.
Last Updated ****This shows you the date when the workflow was last updated.\
5.
Workflow Created On ****This shows you the date when the workflow was first created

Workflow Action

Edit Workflow This is where you can edit your workflows. More details on editing workflows can be found here.\
2.
Delete Workflow ****This button allows you to delete the workflow .
3.
Clone/Copy Workflow ****This button allows you to clone the workflow.

Workflow List - Draft

Here you will be able to filter drafted workflows for easy navigation.

Workflow List - Published

Here you will be able to filter published workflows for easy navigation.