In this article we cover:
What is a workflow?
A workflow or drip campaign is a series of scheduled, automated activities. With Shaker workflows, you can schedule emails, text messages, and tasks to be sent or completed at specific times such as home anniversaries or after you receive a new lead.
Creating a workflow
Go to Settings and select "Workflows".
Name your Workflow
Add your first step (delay, email, text, or task you want to kick off your campaign). If you want the workflow to kick off immediately when a contact is enrolled without delay, add your desired action as the 1st step.
Set the delay you would like before your next email or task.
Repeat the process for the number of emails/tasks you would like to take place.
Turn your workflow on once it's ready
Select contacts to enroll
Note: To send an email or SMS message from a workflow, you first need to create a message template.
Enrolling Contacts in a Workflow
Contacts can be enrolled in workflows based on "tags" associated with their contact record. Contacts can be added to workflows in one of three ways.
Directly from a workflow page
To add contacts directly from the workflow page: Click the "Enroll" button
Select the tag(s) associated with the contacts you want to be added. Example: Past Buyer, Lead, etc.
Click enroll to save
From your contact list
Search for or click on the tag(s) you want to use,
Select all contacts with that tag
Click enroll in workflow and select the correct workflow.
From an individual contact page
Navigate to the contact you want to enroll.
Click on "actions" and "Enroll in a Workflow"
Select the correct workflow and save.
Removing contacts from a workflow
1. Navigate to Settings > Workflows
Navigate to Settings > Workflows
Click on the number in the "enrolled" column/ associated with the workflow you want to remove them from
Click the three dots on the right-hand side of the contacts name and select "Cancel from workflow"
Video: How to remove a contact from a workflow