This document describes how to write an inbound email marketing workflow.
## What is a workflow?
A workflow is a series of steps or activities that are performed in a certain order.
For example, a workflow might be:
1. Create a new lead
2. Send a welcome email
3. Follow up with a phone call
4. Add the lead to a list
5. Send an email to the list
In this example, the lead is created in Step 1, the welcome email is sent in Step 2, the phone call is made in Step 3, and the lead gets added to a mailing list in Step 4.
The steps in a workflow are often triggered by an event, such as when a lead is added to the system or when an email is received.
Before you start writing a workflow, you need to make sure you have the following:
1. A list of all the steps you want to include in your workflow
2. An email template for each of the steps
3. A template for the workflow itself
4. A way to track the progress of the workflow
If you don’t have any of these things, you’ll have to create them before you can start writing your workflow.
## Step 1: Create a List of Steps
The first thing you’ll need to do is create a list of steps that you want your workflow to perform. You can do this by clicking on the Steps tab on the left side of the screen, and then clicking the + New Step button in the top right corner of the page. You’ll be taken to a new page where you can enter the name of the step, a brief description, and a link to the email template that will be used for that step.
After you’ve created a new step, click the Save button to add it to your list.
You can add as many steps to your workflow as you’d like. Once you’re done adding steps, click Done to return to the main screen.
## Step 2: Create an Email Template for Each Step
Now that you’ve got your workflow steps in place, it’s time to create email templates for each step. Click the Email Templates tab in the left-hand navigation, and you’ll see all the email templates that have been created for your account. Click New to create a new email template, and enter a name for the template in the Template Name field. The template name will be the name that appears in the subject line of the emails that are sent as a result of this workflow. The body of the email can be customized by clicking the dropdown arrow next to the Body field, and selecting a template from the list of available options. You can create as many email templates as you need for your workflow, but you can only use one email template in a single workflow, so it’s best to keep the number of templates you create to a minimum. If you have a lot of email templates, you can create a separate workflow for each email template.
Once you have your email templates created, you’re ready to start writing the workflow.
## Step 3: Create the Workflow Template
To create a workflow template, click on Workflows in the navigation bar, and select New Workflow from the drop-down menu. This will take you to a page where the workflow name and description can be entered. The workflow name can be up to 50 characters long, while the workflow description is limited to 100 characters. After you’ve entered your workflow name, you have two options for creating the workflow template. The first option is to select a template that already exists in your account, or you can select Create New to start from scratch. The second option allows you to select an existing email template to use as a starting point for your new workflow. This is a great option if you already have a template in mind, or if you’re looking for a way to reuse an existing template for a new workflow that you’re working on. The workflow template that you select will appear at the top of the Workflow Template page. Once you’ve selected a template, the page will refresh to show you the details of the selected template. Click Next to continue to the next page, where you’ll be able to enter a workflow description and select the steps that your workflow will perform. When you’ve finished entering the workflow details, click Create to save the workflow and move on to the last step.
##Step 4: Add the Steps to Your Workflow
Once your workflow template has been created, the next step is to add the workflow steps to it. To do this, select the workflow from the left navigation, then click on the step that you would like to add to the workflow in the list on the right. Clicking on a step will take the user to a screen where they can enter a step name, a step description, a workflow link, and an optional link to a template. If a template link is provided, the user will be prompted to select the template that they’d like to use for the step. If no template is selected, the workflow will use the default template that was selected when the workflow was created. Once the user has entered the information for the selected step, they can click Add to add that step to their workflow. If the step is already part of the workflow, it will be highlighted in green. If it’s not, the step will be greyed out. To remove a step from a workflow, simply select the step and click Delete.
The steps that you add to a workflow will appear in the order that they are added. You can rearrange the order of the steps in your workflow by clicking on the Move Up or Move Down buttons. To move a step up or down, simply click on it and drag it to the top or bottom of the list. Once a step has been moved to a new position, the position of the step in the workflow list will be updated to reflect the new position.