Managing campaigns and workflows well is central to keeping your business processes running smoothly. Whether you're starting from scratch or bringing an existing campaign into a new workflow, these steps will take you through the whole process.

To get started, navigate to the Automation section, then in the Workflows tab click the "+Create Workflow" button.

In the dropdown, select the "Import from a Campaign" option.

Select and Import Your Campaign

The dropdown lets you browse your available campaigns and pick the one you want to import. Once selected, click "Import" to add it to your new workflow.

After importing, you'll land in the Workflow builder, where you can start customising the campaign to fit your needs.

Confirm Campaign Import

A message will appear in the Workflow builder confirming the import was successful. Close it to move on to customising.

Customise Your Workflow

At this point, you can add or modify triggers, paths, and actions to tailor the workflow to your requirements. The Workflow builder gives you a lot of flexibility to automate your processes.

Save and Publish

Once you're happy with the customisations, save your changes. You'll then need to publish the workflow to make it active. Publishing makes the workflow live and operational.

Importing campaigns into a workflow is a straightforward way to strengthen your automation. Once published, the workflow runs on its own, saving you time and delivering consistent results.

Troubleshooting Tips and FAQs

Q: What if my campaign doesn't import correctly?

  • A: Check that the campaign isn't archived or deleted. If the problem continues, try refreshing the page and importing again.

Q: Can I import multiple campaigns into a single workflow?

  • A: Currently, the import process handles one campaign at a time. That said, you can manually add elements from other campaigns using the Workflow builder's customisation options.

Q: How do I know if my workflow is working as intended?

  • A: Test it by triggering it with a test contact or through the conditions you've set. Check the results and adjust as needed.