Do you have a large list of contacts that you want to export to an Excel or CRM or add to a Sequence in Selling.com? If you answered yes, then creating a Workflow will take care of the heavy lifting by automating exports for you.
Workflows are extremely flexible, you can tailor them to fit your exact data specifications. Let's go through creating your first Workflow together to add contacts from a Saved Search to a Sequence.
To get started go to the Workflow Tab at the top of the screen, then select the "+ Add Workflow" button.
Step 1. Enter the number of contacts you would like to receive in each export, then select Next.
Step 2. Indicate how many contacts you would like to receive per company, then select Next.
Step 3. Choose how often you would like to receive these contacts, then select Next.
Step 4. Choose if you want to receive contacts on Saturdays/Sundays (Yes or No), then select Next.
Step 5. Choose where you want to receive these contacts. (In our example we would like to create Prospects and add them to a Sequence within Selling.com). Don't forget to select Next.
Step 6. Choose if you would like us to dedupe against the contacts that may already exist as Prospects in your user license (Yes or No), then select Next.
Step 7. Choose who the Owner of these Prospects will be, then select Next.
Step 8. Select or Create a new Tag you want to add to the Prospects, then select Next. (This step is optional. You can leave it blank and select Next if you prefer not to add a Tag).
Step 9. Choose which Sequence in Selling.com you would like to add these Prospects to, then choose which Step in the Sequence you would like them to start with. Don't forget the select Next.
Step 10. Choose where you want to export the contacts from, then select Next. (Your options are List, Saved Search, or Intent Report).
Step 11. Choose which Saved Search you would like to use, then select Next.
Step 12. Choose if you want to receive a contact if it doesn't have a business email (Yes or No), then select Next.
Step 13. Choose if you want to Enrich your contacts with Mobile Phone data (Yes or No), then select Next.
Step 14. If you selected "Yes" to Step 13, then you will need to decide if you want a contact if it doesn't have a Mobile Phone number. Then select Next. (If you selected "No" to Step 13 then you will be asked to schedule the Workflow).
Step 15. Schedule the Workflow, or choose to start it immediately, then select Next.
Step 16. Name your Workflow, and hit the Save button.
If you've made it all the way to the end of this article, then you now know how to create your first Workflow! No further action is needed to activate the Workflow.
Reach out to your CSM if you have any questions via email or through the in app chat service.