1. Click "Marketing"
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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. Workflow title
You can modify the title of this workflow by updating the current title assigned to it.
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6. Click "REFRESH"
To update the status of the current workflow, simply click on the refreshing button.
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7. Draft vs Publish
This button allows you to switch the workflow between draft and publish mode. By toggling the button on/off, you can activate or deactivate the workflow. When the button is on, the workflow is in publish mode, and when it's off, the workflow is in draft mode.
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8. Select "Date"
You have the option to filter the current workflow status based on their creation date
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9. Select "EVENTS"
To refine your current workflow status list, you can filter it by various events.
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10. Select "CONTACT"
Searching by name can be a quicker solution for finding a particular action log among a large list of current workflow status updates.
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11. Date & Time
When you save the status of the workflow, the date and time will automatically be updated.
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12. Click "SAVE"
Don't forget to save your changes once you've finished editing a current workflow status.
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13. Workflow Status table
This table displays an overview of the current workflow status along with the collected data such as:
CONTACTS - Contacts that have been added
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DATE ADDED - Date and time the contacts were added
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CURRENT STEP - The current step at which contacts are in the workflow
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WORKFLOW STATUS - Their current status in the workflow
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NEXT EXECUTION - The upcoming scheduled execution
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EXECUTION LOG - Execution log which includes a list of actions completed for a specific contact
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ACTIONS - Actions undertaken on the contacts
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