Let's Dive Into Setting Up a Workflow

• Starting Point: Organization is crucial. Begin by creating a designated folder for your workflow. For this demonstration, we'll name it "Demo". As your needs grow, you'll appreciate this structure.

•Choosing Your Workflow Method: When setting up your workflow,

consider the following options:

ₒ ₒ Import from an existing campaign.

ₒ Start from scratch.

ₒ Use pre-made recipes, like appointment reminders or automated Google My Business reviews for added efficiency. (Note: We have separate support videos for these methods)

• Starting From Scratch:

• Interface Familiarization: Once in the workflow screen, you'll encounter tabs such as builder, settings, history, and execution logs

•.Naming: Let's christen our workflow "Demo Communications".

•Settings & Customization:

Timing: Define when your actions (like texts or emails) should happen. Use the settings tab to specify, for instance, between 8 a.m. and 5 p.m., ensuring no disruption to your recipients.

Re-entry: Decide if this workflow is a one-off or recurrent. For instance:One-time: Ideal for "first time customer nurture sequence."

Recurrent: Useful for actions like every Instagram message you receive.Other Settings: Define sender email, manage contacts, and even set up pauses based on user responses. This ensures timely and relevant communications.

Building the Workflow:

Trigger: Every workflow requires an initiating event. In our demo, this is a form submission. After selecting this action, filter to pick the right form, say "book a consult for calendar". The workflow jumps into action when this form is filled.

Sample Sequence: Here's a basic flow: a customer submits the form, the system logs this, and after a designated delay (for our demo, let's say 20 minutes), an automated text is sent. An example text: "Thanks for reaching out, our team will be in touch soon."

Expanding Your Workflow:

You can further augment your workflow with additional actions, like subsequent text messages. This adaptability means you can mold the workflow to myriad business requirements.

Conclusion: That's a wrap on our basic workflow setup demo. While this seems foundational, the potential is vast. Exploring trigger and action options, and relating t them to your business will assist in crafting automated workflows tailored for your enterprise.