Adding a Workflow to a Campaign

In most cases, workflows will already be pre-packaged into a campaign by your supplier. You can add an additional workflow if required, if it includes actions that correspond with the running of the campaign. Your supplier can provide more information about what is available and appropriate for you to use. After adding the workflow, you will personalize and schedule its steps (where available, the options are decided by your supplier).

To add a workflow to an existing campaign, follow these steps:

1. Navigate to My Campaigns.
2. Click the name of the campaign to which you want to add a workflow. This takes you to the campaign details view for this campaign.
3. Click Add Activity.
4. From the dropdown menu, select Workflow. The screen refreshes to a list of available workflows. In this view, you can do the following:

Preview

Click the name of the workflow to see a preview.

Search

Search for a workflow using keywords.

Sort

Sort workflows by Most Recent or Name.

5. Click Activate next to the workflow you want to add. This takes you to the personalization screen for the workflow.

The workflow now appears under Workflows in the campaign. Use the breadcrumb navigation to go back to the campaign. You can now update the workflow's settings, personalize the workflow and enable it in the campaign. You can also update its steps, if permitted by your supplier.