Adding Participants to a Workflow

You can manage participation in your workflow via rules, to identify who should be included.

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 Participants tab. You can also access the tab by clicking Review next to the Set the entry criteria for participation in this workflow task.

5. Create a rule to determine how to identify participants in the workflow by selecting properties, operators, and values from the dropdown lists. For example:

   • Contacts in your Graphic Designers contact list:

     Contact Fields + In Contact List + is + Graphic Designers

   • Contacts who open the Watch the Launch webinar email:

     Actions + Email Open + is + Watch the Launch Webinar

   • Contacts with a Lead Score of more than 120

     Lead Fields +Lead Score + greater than + 120

   When you add rules, a Matching Contacts field shows how many contacts match the configured filters and will be added to the workflow.

   

6. Click Add new rule to add a new rule and create a group of rules. Rules in a group are joined by an AND operator, which means that a user must meet all conditions in the group to match the filter.
7. Click Add new group of rules to add a new rule group. Groups of rules are joined by an OR operator, where a user matches the filter if the conditions from either of the rule groups are met.
8. Click Save, or Save & Next to move to the Activate action.