Campaigns and Workflows
Automate manual actions in your account
By Vincenzo1 author19 articles
- 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