The first setting to be defined is the Workflow Type. You can choose whether to create a Lead Nurturing Workflow (Priority) or a Management Workflow (Parallel):
You must then define the entry conditions, i.e., when Leads will join the workflow. This may happen automatically, when Leads convert via an event, or when Leads join a segmentation list:
You will find the actions that will be performed automatically when a Lead joins the workflow on the left side menu, in the Actions tab. To add an action to the workflow, just drag it from the menu and drop it in the desired position:
After adding an action to the workflow, a side menu will open, containing all possible action settings, such as wait time or email to be sent. Each workflow action, when available in the workflow, has a menu that can be accessed by clicking on it.
All Leads that join the workflow will go through the actions in the order they are arranged in the workflow. You can restrict the actions depending on Lead behavior. In this case, you have two options:
- Split Workflow (by Segmentation)
Condition by segmentation, i.e., if the lead is in a given segmentation, they will take a different route to those not in that segmentation.
- Split Workflow (by Workflow Email)
If the lead opens the email, they will take a different route from those who did not open it. In cases such as these, another option is to differentiate the actions for leads based on whether they clicked or did not click on a particular workflow email.
If you split a workflow by segmentation or email, you will have to configure a wait time to determine how long the automation should wait before checking if the Lead joined the segmentation or clicked the email in order to proceed with the automation steps.
The Settings tab is found next to the Actions tab. Here, you can set up your workflow to not perform actions during weekends or to prevent Opportunities from going through it.
Save and Activate
Once you finish setting up your workflow, click Save and Activate in the upper right corner.
Remember that once your workflow has been activated, it will start scheduling steps for relevant Leads and compete with all existing workflows, including old ones.