**Workflows and Automation**

How to Setup Workflows and Automation

Now that you know where to find your templates, lets look at workflows and automation.

Workflows are a series of actions that your can automatically run for your leads. For example you can send a lead a SMS, followed by an email, wait a certain time and repeat, etc. This allows you to automatically engage leads based on certain actions.

In order to grow and scale your business, understanding how to use workflows and automation is key.

Within your platform we have pre-built workflows for you and have added your email and SMS templates into the workflows.

NOTE: It is crucial you understand your templates and workflow steps to deliver the right information to the leads at the right time.

NOTE: All workflows are saved in "Draft" mode and will not function until you "Publish" or activate.

To view and edit your workflows click on Automation on the left side

Your workflow list will automatically open and you can view folders loaded with workflows.
Open any workflow to view the action item steps
They are pre-built with Wait steps, SMS steps and Email Steps.
Click on a Wait step and you can see the time it will wait before the next action. You can edit and rename as needed.
Click on SMS step and you can see the message and or template name that will be sent.
Click on Email step and you can see the email and or the email template that will be sent.

You can fully edit and customize these workflows, edit the messages, change templates and even add custom action items within the workflows.

Video on how to view and edit Workflows

Updated on: 04/12/2024