Campaigns and Workflows

Automate manual actions in your account

17 articles in this collection
Written by Carina Gotovcenco

About Workflows

Learn how to create custom workflows

Written by Carina Gotovcenco
Updated over a week ago

Create Your First Campaign (Step-by-step Guide)

Written by Carina Gotovcenco
Updated over a week ago

Duplicate a Workflow or a Campaign

Make a copy of a workflow

Written by Carina Gotovcenco
Updated over a week ago

Different Statuses of a Contact in a Campaign/Workflow

Understand where the contacts are in a workflow

Written by Carina Gotovcenco
Updated over a week ago

Adding New Steps to an Active Workflow or Campaign

Written by Carina Gotovcenco
Updated over a week ago

Update Steps in an Active Workflow or Campaign

Written by Carina Gotovcenco
Updated over a week ago

Sending Time

Learn how to set the sending time and schedule your campaign

Written by Carina Gotovcenco
Updated over a week ago

Enrollment & Disenrollment

Add Contacts, Organizations, or Deals to Campaigns and Workflows

Learn how to add contacts, organizations, and deals into a workflow

Written by Carina Gotovcenco
Updated over a week ago

Start a Workflow Later (Schedule)

Written by Carina Gotovcenco
Updated over a week ago

Re-enroll Contacts in Workflows

Let contacts go through the same workflows again

Written by Carina Gotovcenco
Updated over a week ago

Remove Contacts, Organizations, and Deals from Workflows

Define when your contacts exit a workflow

Written by Carina Gotovcenco
Updated over a week ago

Steps Types

Delay

Learn how to add a delay between the steps of your workflow

Written by Carina Gotovcenco
Updated over a week ago

Conditions

Split the workflow into two paths, based on the conditions

Written by Carina Gotovcenco
Updated over a week ago

Review Queue

Hold the contacts in a workflow for a manual review

Written by Carina Gotovcenco
Updated over a week ago

Custom Notifications via Workflows and Campaigns

Written by Carina Gotovcenco
Updated over a week ago

Update Fields

Update info or move contacts to a new list automatically

Written by Carina Gotovcenco
Updated over a week ago

Troubleshooting

Contacts in Error in a Campaign or Workflow

Troubleshooting contacts in error in workflows

Written by Carina Gotovcenco
Updated over a week ago