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Workflow Management

Workflow Lifecycle Management

Written by Rudy Wetou

Manage workflows through their entire lifecycle:

Publishing:

  • Save as Draft: Work on workflows without activating them

  • Publish: Make workflows active and available for use

Active Management:

  • View Enrollments: See which contacts are currently in workflows

  • Remove Contacts: Take specific contacts out of workflows

  • Clear All: Remove all contacts from a workflow

  • Pause Operation: Stop workflow without losing progress

Workflow Replication:

  • Clone Workflows: Copy successful workflows as templates

  • Modify Clones: Adapt proven workflows for different campaigns

This management approach ensures your automation runs smoothly and adapts to changing business needs.

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