How to Create a New Marketing Automation Workflow

To create a new workflow, navigate to ‘Automation’ from the main dashboard and select ‘Workflows’ from the drop down menu.

Select ‘Create Workflow’ in the top right corner of the screen.

Then, enter the name for your workflow and choose the workflow type that you wish to create.

The next steps in creating a marketing automation flow are here based on the type of workflow you require:

1. Choosing Workflow Types and Enrolment Rules
2. Workflow Steps: Sending an Email Campaign
3. Workflow Steps: Adding a Delay
4. Workflow Steps: Making a Decision
5. Workflow Steps: Update Contact Details