Best Practices for Step 3
1. Plan your channels strategically Don't just enable every channel because you can. Choose channels where your audience is most active and responsive.
2. Start simple, then iterate Your first workflow doesn't need to be perfect. Generate a basic workflow, review it, then regenerate with custom instructions to refine.
3. Consider customer experience Put yourself in your customer's shoes. Would this workflow feel helpful or overwhelming? Adjust frequency and intensity accordingly.
4. Test integration before building Before creating campaigns, send test messages through each channel to verify integrations work correctly.
5. Save frequently markopolo auto-saves as you work, but it's still good practice to complete each section before moving away.
6. Document custom instructions If you create a particularly effective workflow with custom instructions, save those instructions for future campaigns.
Troubleshooting Step 3
Problem: "Can't generate workflow"
Solution: Ensure all enabled channels have platforms selected and all integrations are connected.Problem: "Workflow keeps generating the same structure"
Solution: Be more specific in your custom instructions about what you want changed.
Problem: "Next button is disabled"
Solution: Hover over the button to see tooltip guidance on what requirements aren't met yet.
Problem: "Integration shows as connected but channel won't enable"
Solution: Check the integration status page. Some integrations require additional configuration steps beyond initial connection.
Problem: "Generated workflow is too simple/complex"
Solution: Use custom instructions to specify complexity: "Create a simple 2-step workflow" or "Build a comprehensive 7-touchpoint nurture sequence."