How to Create a Workflow in EMM

  1. Click Workflows on the left navigation menu
  2. Click the orange + New Workflow button found on the top of the page
  3. In the Workflow Editor, click the pencil icon found on the top of the page to change the name of the workflow 
  4. In the text box that appears, type the name then click on the green check mark on the right of the text box to save your changes 
  5. Click on the arrow pointing from the Trigger to the Exit and hit Delete on your keyboard. The arrow will change to purple when it's selected 
  6. Double click on the Trigger icon to set the workflow trigger
  7. Drag an icon from the tool kit and drop it on the canvas 
  8. Hover your cursor over the Trigger node and drag the circle that appears on it to the icon you added
  9. Continue adding nodes, defining their properties, and connecting nodes until you've completed the design
  10. If you want contacts to be able to trigger the workflow more than once, in the Workflow Settings, uncheck the box for Contacts can only enter this workflow once 
  11. Click Validate & Finish found on the top of the page