Workflows are like automated helpers that do tasks for you. It's crucial to talk to your Customer Success Manager about how you want to use them, so they can guide you to reach your goals.

1. To start, navigate to Workflows Manager. Then select Create Workflow.

2. On the right side of your screen, you'll see a list of actions you can use. Drag and drop each action to build your workflow. Always begin with a trigger or a segment.

3. Once your workflow is set up, save it by selecting Save Workflow.

4. Give your workflow a name. If you want it to be sent only once to each user, leave the following option checked.
5. Then select when you want the workflow to run.
   • • Select Now if the workflow should be sent only once and immediately.

• • Select For Later if the workflow should be sent later. Then in the first dropdown, select date and time. In the second dropdown, select the appropriate time zone.

• • Select Cron (Chronological automation) if you want to send the workflow at set time intervals to the contacts who match the segment condition. Set the start date, the frequencies and the time zone.

6. Select Save workflow once you have finished editing.

That's it! Now you have your workflow set up to do things automatically.