Crafting Custom Workflows in CoachWorks Marketing: Settings Tab

1. Start by navigating to the workflow page.

• Begin by navigating to the workflow page within your CoachWorks Marketing dashboard to view existing workflows or create a new one.

2. Click the option to create a new workflow.

• Click on the option to create a new workflow. This will open up possibilities for workflow creation based on your marketing needs.

3. If you wish to use templates, continue on.

• If you prefer a guided approach, you can continue on to select from the available templates, which offer pre-set configurations for various marketing goals.

4. Otherwise, choose to 'Start from scratch'.

• For a customized workflow tailored to your specific requirements, choose the 'Start from scratch' option.

5. Take a moment to rename your workflow as desired.

• Assign a descriptive name to your workflow for easy identification and management.

6. Afterwards, navigate to the 'Settings' tab.

• Navigate to the 'Settings' tab to configure the operational parameters of your workflow.

7. You can enable the 'Allow re-entry' feature.

• Enable the 'Allow re-entry' feature if you wish to allow contacts to re-enter the workflow based on new or repeated actions.

8. As well as the 'Stop on response' feature.

• Activate the 'Stop on response' feature to halt the workflow when a designated response is received, optimizing engagement strategies.

9. Adjust the workflow timezone to your preference.

• Adjust the workflow timezone according to your geographic or preferred operational timezone.

10. You can use the 'Specific Time' feature for scheduling.

• Utilize the 'Specific Time' feature to schedule when the workflow should start and stop, offering precise control over its operation.

11. Select the starting time for your workflow.

• Choose the specific starting time for your workflow’s activation, aligning with your marketing campaign’s timing.

12. Then, pick an ending time accordingly.

• Define an appropriate ending time for your workflow, ensuring its activities are constrained to relevant periods.

13. Decide on which days to include in your workflow.

• Decide on which days your workflow should be active, further tailoring its operation to match your audience’s engagement patterns.

14. For user recognition, input a sender name.

• For workflows involving email activities, enter a sender name to personalize the email source.

15. Continue by entering the sender's email address.

• Provide the sender's email address, ensuring recipients recognize the outreach's origin.

16. Opt for the 'Mark as read' feature, if desired.

• If using email triggers, you can choose the 'Mark as read' feature to automatically mark emails as read upon certain responses or actions.

17. Choose to either save your workflow as a draft or publish it immediately.

• Decide whether to save your workflow as a draft for further edits or publish it immediately to activate its functions.

18. Once everything looks in place, click 'Save' to retain your changes.

• Once all settings and configurations are in place, click 'Save' to retain your changes and solidify your workflow structure.