Campaigns and Workflows
Automate manual actions in your account
Create Your First Campaign (Step-by-step Guide)
Multiple Senders in a Campaign
Sending TimeLearn how to set the sending time and schedule your campaign
About WorkflowsLearn how to create custom workflows
Duplicate a Workflow or a CampaignMake a copy of a workflow
Different Statuses of a Prospect in a Campaign/WorkflowUnderstand where the prospects are in a campaign or workflow
Adding New Steps to an Active Workflow or Campaign
Update Steps in an Active Workflow or Campaign
Personalize Your Campaign Emails with Manual Review
Add Prospects, Organizations, or Deals to Campaigns and WorkflowsLearn how to add prospects, organizations, and deals into a workflow
Start a Workflow Later (Schedule)
Re-enroll Prospects in WorkflowsLet prospects go through the same workflows again
Remove Prospects, Organizations, and Deals from WorkflowsDefine when your prospects exit a workflow
DelayLearn how to add a delay between the steps of your workflow
ConditionsSplit the workflow into two paths, based on the conditions
Review QueueHold the prospects in a workflow for a manual review
Custom Notifications via Workflows and Campaigns
Update FieldsUpdate info or move prospects to a new list automatically