Updating a Workflow's Steps

If your supplier has given you the option, you can update the steps provided in a campaign workflow so they suit your particular needs or business requirements. You can also choose to skip an action step in the workflow, if this is permitted by your supplier.

To update workflow steps, follow these steps:

1. Once your campaign is activated, navigate to Campaigns > My Campaigns.
2. Click the name of the campaign that contains the workflow you want to edit.
3. Under Workflows, click the name of the required workflow.
4. Click Edit and navigate to the Workflow Steps tab. You can also access the tab by clicking Review next to the Complete this workflow's details and settings task.
5. Steps that you are allowed to edit display an Edit button. Click the button to access areas that you can edit:
   • Wait Type - remove the wait time, wait for a specified time period, or wait until a particular day of the week
   • Wait - the length of a specified time period
   • Day of Week - the day of the and time
   • Email Subject (for Send Email steps) - the title that will display in the subject header for the email

6. Steps that you are allowed to skip (usually action steps such as Send Email) display a Skip Step link.

   Click the link to remove it from the workflow - it is grayed out to show it will not be included. Click Restore Step to add it back.

7. Update this information as required:
8. Click Save, or Save & Next to move to the Personalization action.