Effortlessly Integrating Your Campaigns into Workflows

Modified on Wed, 28 Aug at 4:26 PM

Setting Up the Workflow and Incorporating Your Campaign

Access the Workflows Section: Begin by navigating to the Workflows area within your CRM. This is your central hub for managing and creating automated processes tailored to your needs.

Start a New Workflow: Click on the "+ Create Workflow" button to begin the process. This step initiates the creation of a new workflow, allowing you to build from scratch or incorporate existing elements.

Create Workflow

Select Recipe

Choose the Option to Import from a Campaign: Select "Import from a Campaign" from the available options. This feature lets you integrate an existing campaign directly into your new workflow.

Import from a Campaign

Select and Incorporate Your Campaign: Browse the list of available campaigns, choose the one you want to integrate, and click "Import" to add it to your new workflow.

Import

Personalizing the Workflow

Confirm the Import: After the campaign is successfully imported, you'll see a confirmation message within the Workflow builder. Close this message to proceed with further customization.

Tailor Your Workflow: You can now begin to modify and refine the workflow to meet your specific business needs. Add or adjust triggers, paths, and actions to create a fully customized automated process.

Save and Deploy: Once all customizations are complete, save your changes. After saving, make sure to publish the workflow to activate it, making it live and functional within your CRM system.

Troubleshooting and Common Questions

What if my campaign doesn't import properly? Check to ensure that the campaign you're trying to import is active and not archived. If the problem persists, refresh the page and try the import again.

Is it possible to import multiple campaigns into a single workflow? At the moment, the import feature supports one campaign at a time. However, you can manually add elements from additional campaigns using the Workflow builder's customization tools.

How can I verify that my workflow is functioning correctly? Test the workflow by triggering it with a test contact or using the set conditions. Monitor the workflow’s performance and make any necessary adjustments.