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Create a workflow from scratch

    Workflow automation can be created by following a few steps mentioned below.

    NOTE – Before proceeding, create your customized message which you want to use while sending the email via workflow. For guidance, CLICK HERE.

    Step 1.

    Go to Email Marketing > Workflow Automation > Create.

    welcome-workflow-1

     

    Step 2.

    Select any Trigger from Triggers. Like, add Contact is added and set the source.

    welcome-workflow-2

     

    Step 3.

    Then, choose any filter or delay as per your requirement and connect the nodes. An example is shown below in the screenshot, in which Send Email from Actions is added and connected it with trigger block.

    NOTE: For choosing a message, the message should be created first. 

     

    welcome-workflow-3

     

    Step 4.

    Modify or update the email settings regarding the email to be sent via workflow.

    Step 5. 

    Enable the workflow, name the workflow, choose the contact throttling and save.

    welcome-workflow-4

     

     

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