By default, your Workflows will be off. This allows you to review them and request changes prior to making them live.
To turn on Workflows:
- Review the Workflow setup in Administration > Workflows.
Click here for instructions on making changes to Workflows.
- Personalize your email templates by clicking the edit pencil next to the listed template, or by going to Administration > Email Templates. You will have default templates to work from that were added to your account when you signed up for Workflow. Customize the templates by adding information about your company, why you are contacting them, what the next steps are for purchasing, and calls to action so they can contact you back.
Click here for detailed instructions on editing email templates.
- Make sure every user has an email signature. Users can add signatures by clicking the My Profile tab, or Administrators can check/add users' signatures by going to Administration > Users and clicking the person icon next to each user's name .
- To turn on a Workflow, use the on/off toggle switch. If the switch is disabled, this just means that the Workflow requirements above need to be approved. Click the "Open Workflow Approval Support Ticket" button, and our team will enable the toggle switch.