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Setup default simple welcome email 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 Simple Welcome Series Workflow. A pop up will appear which will ask for the confirmation. Confirm and proceed.

    Simple-welcome-series

     

    Step 4:- A new window will appear with a trigger (Contact is added) and action (Send an email). Modify the conditions accordingly 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.

    Simple-welcome-series-Source

     

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

    simplewelcomeemail1

     

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

    Simple-welcome-emailseriesWF

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