Create New Workflow

Created by Ezra Weinstein, Modified on Thu, 29 Sep 2022 at 10:02 AM by Hannah Harris

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!

Create Folder

Creating a folder helps organize workflows. You can create one by clicking on this icon.

Create Workflow

This is the first step in creating a workflow process. You can create a new workflow by clicking on this icon to select a template.

Select a Template

Once you select any of these templates below, click on the " create new workflow" icon to start building your workflow.

1.
Import from Campaign: By clicking on this template, you can choose from an already existing campaign and Import all the steps into a workflow.
2.
Start from the Scratch: By clicking on this template, you will create your workflow from scratch with a fresh, clean slate for your automation with the ability to add your own triggers and actions.