Create a Webform Optin Workflow

To create a Webform Optin Workflow:

Step 1: Navigate to the Home Dashboard.

Step 2: Click the CASL tile.

Create a Webform Optin Workflow

Step 3: Click the Create a Webform Optin Workflow button.

Create a Webform Optin Workflow

Step 4: Select the appropriate form from the dropdown menu.

Step 5: Add additional Conditions and Activities as desired.

Step 6: Click the Enable or Disable Workflow button.

Step 7: Move the Accounts that this automation applies to into the Enabled box by selecting the Account and clicking the appropriate arrow button.

Step 8: Click the Save button.

Step 9: Click the Save button to the left of the Additional Options button.