Save, Activate, or Deactivate A Workflow

Monica Volz

Mar 20, 2023

1647

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.

Saving 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).

Activating 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.

Deactivating an active workflow