1. Click "Marketing"
Click on the "Marketing" tab.
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2. Click "Workflows"
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3. Click "Create Workflow"
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4. Click "Continue"
Pick a template or start from scratch, in my sample below i select "Start from scratch"
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5. Click "Actions" tab
This section is dedicated to creating workflows and adding actions to trigger them.
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6. Add "Workflow name"
You can add Workflow name here
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7. Draft vs Publish
After creating a workflow, it can be in either draft or publish mode. By toggling the button, you can activate or deactivate the workflow.
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8. Click to "ZOOM"
You can click on this icon to zoom in or out of the workflow or a specific area within the workflow.
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9. Click here to "Test workflow"
To test a newly created workflow before publishing it, select the demo contact and then click on the "Run Test" button.
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11. Click "Save"
Don't forget to save your changes after creating or editing your actions or triggers. The date and time of the last save will be automatically updated.
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