How to Create a Workflow
Welcome to the How-to tutorial on how to create a workflow automation. In this video, we will be walking you through the steps of how to properly create and set up your workflow automation.
Step 1: Navigate to the Manage Your Workflows page
Automation Nav Item OR Home Dashboard > Automation Tile
Step 2: Enter a Workflow Name in the text box provided
Step 3: Click on the Create a new Workflow button
OR you can also click the configure link beside the Workflow to be edited.
Step 4: Click on the Add Condition button
Step 5: Select a Condition Type
Step 6: Select/Enter the appropriate values for the following fields
You can change these fields depending on the Condition Type.
Step 7: Click on the Add button.
Step 8: Repeat steps 4 through 7 until all of the conditions have been entered.
Step 9: Click on the “Click to add an Activity” button.
Step 10: Enter an Activity ID in the text box provided.
Step 11: Select an Activity Type from the drop-down menu
Step 12: Select/Enter the appropriate values for the following fields.
You can change these fields change depending on the Activity Type.
Step 13: Click on the Save/Add Activity button
Step 14: Repeat steps 9 through 13 until all of the activities have been added.
Step 15: Save!
Click on the Save button.
Step 16: Click the Enable or Disable Workflow button.
Step 17: Move the Accounts that this automation applies to into the Enabled box.
You can easily do so by selecting the Account and clicking the appropriate arrow button.
