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, go to the Workflows Manager. You can find it on the left side of the platform menu.

2. Click on "Create Workflow".

3. 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.

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

• Give your workflow a name. If you want it to be sent only once to each user, leave the following option checked.

• Choose when your workflow should run:
  • Now or later: Chose one of these options if the workflow should be sent only once "now" or "later."

• •  Chronological automation: Sends the workflow at set time intervals to the contacts who match the segment condition.

5. Select Save workflow once you have finished editing.