How to Create a Workflow- VIDEO

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.

Step 18: Click the Save button