Create a Contact Workflow

In this article, we will show you how to create a simple Contact Workflow. 

We recommend you watch the following video for a brief tutorial. (SEE VIDEO)

1. Click on WORKFLOWS in the Lefthand Navigation Panel to display the workflow editor.
2. Click on the ( + ) icon in the list view.
3. Select Create a new workflow then click Continue.
4. Decide the "Use With" setting based on the type of information needed for the workflow.  For this example, it will be a Contact Workflow.
5. Click on the Add button to add this workflow to your system.

Note: Before creating any email or sms activities, we suggest that you create the template for them before you start adding the activity item to the workflow.

1. Click on [Add Another Activity To This Workflow...] to open the activity editor.
2. Enter the Title of the Activity.
3. Pick the team member in your Realvolve account that will perform this activity in the Assign To field.
4. If the activity needs a contact from your database assigned then enter that into the With field. This is usually 'Workflow Contact'
5. Click on the Schedule drop down to assign the correct date calculation as needed for each activity.
6. If you need to send a message then add an ACTION as needed. This is for email and sms activities.
7. Press the Save button to save this action.
8. Repeat steps 1-7 for each activity item on your list.