Before You Begin:
- You need an existing workflow open. To find your workflows, go to Marketing & Communication, Marketing Automation section, click Workflows, then open the workflow you want to save, activate, or deactivate.
- Each action below is performed from the General tab of the workflow.
- To activate a workflow that sends to a list, make sure you have added the source list first — the workflow uses the activation date to determine the send date of the next email.
Step-by-Step Instructions
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Save a workflow. If you need to save your workflow so you can continue to add steps to it later, OR you have completed work on your workflow, go to the General tab and click the Save button in the upper right.
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Activate a workflow. If your workflow is complete and you wish to begin sending emails to your list, go to the General tab and click the Activate Workflow button in the upper right. If you have previously added the source list to your workflow, the workflow will use the activation date to determine the send date of the next email. As long as the workflow is active, new contacts will be dropped into the workflow as they are added to the list (either manually or via a smart list).
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Deactivate a workflow. If you wish to stop an active workflow from sending emails, or no longer need it to be active, go to the General tab and click the Deactivate Workflow button in the upper right.
Common Pitfalls
- Activating before adding a source list: If you activate a workflow before adding its source list, no contacts will be dropped in and no emails will send. Confirm the list is attached first, since the activation date sets the send date of the next email.