Workflows

Create automated email workflows to streamline your communications and build stronger relationships with supporters

5 articles in this collection
Written by Lauren Rowse, Sally Chou, and Erika Avellaneda Celis

Tracking Conversions in Automations

Track the success of a call-to-action for your automation

Written by Sally Chou
Updated over a week ago

Workflows and automations

From Workflows, you can create and run automations that help streamline your team's digital engagement with supporters

Written by Sally Chou
Updated over a week ago

Running a Workflow

The ins and outs of running, pausing, or ending an automation.

Written by Erika Avellaneda Celis
Updated over a week ago

Setting up a Workflow

Learn how to start your new automated email series

Written by Erika Avellaneda Celis
Updated over a week ago

View the automation history of a profile

Where to see which automations a person or organization has been enrolled in and the details of their engagement

Written by Lauren Rowse
Updated over a week ago