Workflows
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