To publish workflows, it is necessary to establish both a workflow trigger and a workflow action. Without both components, you can only save the workflow without publishing it.
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"
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5. Click "Add your first action"
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6. Select "Send internal notification"
This action allows you to send a notification to someone other than the contact within the workflow.
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7. Select "Type of notifications"
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8. Select "Email"
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Input "From name"
Enter the sender's name in this field. You can also use custom values by clicking on the tag icon.
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Input "From email"
Input the sender's email address here
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9. Select "User type"
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Select "All users"
Link the contact to all team members.
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Select "Assigned user"
Automatically link the contact to the assigned user if applicable.
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Select "Custom email"
Send an email to the contact using a custom email associated with your domain.
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Select "Particular user"
Assign the contact to a specific user by selecting the user (typically for contacts not yet assigned to a user).
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10. Input "Subject"
Enter the subject of the email in this field.
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11. Select "Template"
Choose from available templates.
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12. Input "Message body"
If customizing the message, select the "None" template option to access the message section, and enter the body of the message.
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13. Click "Add attachments"
Attach files by clicking on the corresponding icon.
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14. Input "Test emails"
Test the composed email by entering a demo email address and clicking "Send Test Mail".
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15. Select "Notification"
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Input "Title"
Enter the title of the notification in this field. Custom values can be used.
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Input "Message body"
This is where you type the content of the notification message.
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Select "Redirect page"
Select the page to which this notification should be redirected.
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Select "user type"
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16. Select "SMS"
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Select "User Type"
Select who receives access to the contact.
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Select "Template"
Choose from available templates for the SMS message.
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Input "Message body"
Type the content of the SMS message.
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Click "Add attachment"
Attach files by clicking on the corresponding icon.
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Add Files Through URL
Add files through a URL by entering the URL in the field and clicking "+Add".
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Input "Test Phone Number"
Test the composed message by entering a demo cellphone number and clicking "Send Test SMS". You can use your own cellphone number for the demo.
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17. Click "Save action"
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