Workflow Manager

Workflows

Workflows are a very powerful feature and are central to getting the most out of your GreenRope account.  This is mostly due to their flexibility, and when used correctly, the Workflow Manager will act as your account’s personal assistant. When triggered, workflows can either do work for you (for example, moving contacts out of one group and adding them to another for example) or let you know when to do work (for example, scheduling phone call follow-ups). To put it simply, workflows is a series of events, actions and reactions.

Creating a Workflow

Exercise 5B: Create A Workflow

1. Open up your GreenRope account

2. Make sure you are in the group you created in the Implementation course (Exercise 4A)

3. Click on the "Guide Me" button

4. Complete the “Create A Workflow” interactive exercise

   • Create a workflow

For reference, here are the steps to creating a workflow:

1. Open up your GreenRope account

2. In the group drop-down list, select the group your email template is saved in

3. Hover over Automation

4. Select Workflow Manager

5. Click “Add New Workflow”

6. Enter the new workflow name

7. Select a workflow folder

8. Enter Maximum Activation Rate

9. Assign a group

10. Select a template

11. Save

Triggering a Workflow

Exercise 5C: Triggering A Workflow

1. Open up your GreenRope account

2. Make sure you are in the group you created in the Implementation course (Exercise 4A)

3. Click on the "Guide Me" button

4. Complete the “Triggering a Workflow” interactive exercise

   • Trigger a workflow

For reference, here are the steps to triggering a workflow:

1. Open up your GreenRope account

2. In the group drop-down list, select the group your email template is saved in

3. Hover over Automation

4. Select Workflow Manager

5. Click Edit

6. Click Trigger Actions

7. Enter an alert email address

8. Select the email you would like to send

9. Add conversions and trigger updating options

10. Click Save