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Create New Workflow

Explore the 'Workflow Training' section under the 'Advanced Training' help center menu for in-depth insights into workflows and their construction! Click here to access the Workflow Training.

Create Workflow

Workflows play a crucial role in managing essential processes. A workflow consists of a series of actions designed to be executed, often depending on the lead's stage in the process. To achieve various objectives, you may need to create interconnected workflows.

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Click to create workflow

Select a Template

Once you choose any of the templates below, click on the "create new workflow" icon to initiate the construction of your workflow.

Import from Campaign: Selecting this template allows you to pick from an existing campaign and import all the steps into a workflow.

Start from Scratch: Choosing this template enables you to create a workflow from the beginning, providing a clean slate for your automation with the option to add your own triggers and actions.

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Select a workflow template

Create Folder

Creating folders can significantly aid in organizing each workflow for leads transitioning between stages. After completing these steps, setting up a folder becomes simpler with just a click of the New Folder button at the top right corner of your screen.

By creating a folder, you can develop multiple workflows for specific objectives. However, to accomplish those objectives, a series of workflows must be created to guide each lead from one stage to another. In essence, having a folder facilitates organizational efficiency when guiding leads through different stages.

Naming a Folder

After clicking the button, a popup appears for you to name your new folder. Once you've typed in your new folder name, click the green save button to create the folder.

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Folder Details

Click on the created folder to access the Folder details. You will find:

Folder's name

Status

Total number of enrolled

The active enrolled

The date and time of the last update

The date and time the workflow was created.

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Click on the folder name

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View folder details

Action

Edit Workflow: This is where you can edit your workflows. More details on editing workflows can be found

here⁠

Open in New Tab: Click here to open the workflow in a new window tab.

Draft Workflow: Click here to switch a Published workflow back to Draft mode.

Move to Folder: Click to move the workflow to a folder.

Duplicate Workflow: This button allows you to clone the workflow.

Delete Workflow: This button allows you to delete the workflow.

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