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Setup default advance welcome series workflow

    Step 1:- Log in to the AiTrillion app.

    Step 2:- Go to Email Marketing > Workflow Automation > Dashboard.

    Step 3:- This screen will appear. Now, click on Use Now button beneath the Advance Welcome Series Workflow. A pop up will appear which will ask for the confirmation. Confirm and proceed.

    Advance-welcome-series

    Step 4:- A new window will appear. Do the modifications as shown below in the snapshots. Enable the workflow and save it.

    • Click on the box to select the Source as shown in the snapshot.

    Advance-welcome1

     

    • Click on the box and update the Email settings as shown in the snapshot.

    advanceemail1

    • To change the Email status and Time Duration, click on the box as shown in the snapshot.

    Advance-welcome-series3

     

    • Click on the box and update the Email settings as shown in the snapshot.

    advance-email2

    • To change the Delay Duration, click on the box as shown in the snapshot.

    Advance-welcome-series5

     

    • Click on the box and select the Email Message, change the Delay Duration as done previously.

    Advance-welcome-series6

     

    • Keep throttling to default. Enable the workflow and Save it.

    Advance-welcome-series7

     

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