Workflows
By Chris and 3 others4 authors16 articles
- Navigating the Workflow BuilderFind out how to navigate around the new and improved Workflow builder here.
- Does Enboarder Have Bulk Functionality For Stakeholders?Learn all about the ease of Bulk Process here! (Multiple newbies, same start date!)
- How To Manage Your WorkflowsLearn how to add a new workflow, and edit the settings of existing workflows here!
- Workflow Builder: My AssetsGet a head start using existing content from your account!
- Can I Lock A Workflow?Ever wanted to make a workflow private? Read this to find out how!
- Do I Have To Enter Participant Details Every Time I Launch A Workflow?The short answer is no. The longer answer is located here!
- How Do I Create and Edit Workflow Logic (Criteria)?Learn how to create and edit Workflow Logic (previously known as criteria) here!
- How Do I Create And Add New Stakeholders To My Workflow?Learn how to create new stakeholder types and use them in your workflows here!
- How To Update Your Default WorkflowMaking a default workflow was never so easy!
- How Do I Organize My Workflow List?Learn how to Duplicate, Delete and control the active/inactive status of your workflows here!
- How Do I Use Custom Fields On My Workflows?To add and capture custom fields for your new hires, find the answers here!
- How Do I Test My Workflow?Trigger your sequences to send and review your workflow.
- Transferring Workflows from One Account to AnotherEasily transfer workflows between your Parent account and any Child accounts, as well as between different Child accounts.
- Importing CSVs to Launch Workflows and Create Profiles
- Dual Email Workflow Delivery
- Navigating workflow tree