Workflow Assistant

Launch a campaign quickly and easily using your workflow assistant. The workflow assistant will ask you a few questions before generating a campaign with the information you provide. Simply preview the outgoing email and approve.

Use the workflow assistant with any campaign labeled “Guided quick setup.” We’re adding new campaigns all the time, so be sure to “Explore campaigns” often.

  1. Click Campaigns from left navigation 

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  2. Click "Explore Campaigns"

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  3. Under the "Guided quick setup" card click "Get started"

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  4. Tap "Start Setup"

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  5. Answer questions in wizard experience

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  6. Launch!