You can add a particular prospect, organization, deal, or a whole list to any active campaign or workflow in your account. This can be done automatically or manually.
Contents:
Manual Enrollment
Automatic Enrollment
Difference between automatic and manual enrollment
If you already created or imported your prospects (organizations, deals) and now want them to start your campaign or workflow, you need to enroll them manually.
Note: a campaign or workflow needs to be ON to enroll prospects, organizations, or deals.
The automatic enrollment is suitable if you want the prospects (organizations, deals) to start your campaign or workflow automatically after a certain event happens (e.g., prospects were added to a list, opened an email, etc.).
Note: automatic enrollment is not retroactive. Prospects (organizations, deals) will not be enrolled if the selected trigger event happened before the campaign or workflow is set ON.
Manual Enrollment
Enroll one prospect/organization/deal
Open the needed prospect's (organization's or deal's) page, click on the Campaign or Workflow button.
Select the needed campaign or workflow from the list.
If you want the prospect to start the flow not from the beginning, but a specific step, click Enroll on a specific step button and choose the needed step.
Click Enroll Now button to start the workflow right away, or Schedule Enrollment to select the start date.
Enroll prospects/organizations/deals in bulk
Navigate to the Prospects (Organizations or Deals) page and select the needed prospects (organizations, deals).
Click Add to Campaign
OR Manage prospects (organizations, deals) > Enroll in workflow.
Choose the needed campaign or workflow from the drop-down list.
If you want the prospects to start the flow not from the beginning, but a specific step, click Enroll on a specific step button and choose the needed step.
Click Enroll Now to start right away, or Schedule Enrollment to select the start date.
Automatic Enrollment
Enable automatic enrollment in a new workflow:
Choose the option Manually and automatically.
Enable automatic enrollment in an existing workflow:
Navigate to the Settings tab of your workflow and check the option Enroll prospects automatically.
Set enrollment triggers
Then select a trigger – when you want the prospects, organizations, or deals to start this workflow. Once the selected event happens, the system automatically starts the workflow for this prospect, organization, or deal.
You can narrow the audience of this workflow by adding filters.
