Adding Contacts to a Workflow: Add All at a Schedule

1. Navigate to contacts by clicking on the relevant tab.

• Start by clicking on the 'Contacts' tab within CoachWorks Marketing. This will display your comprehensive list of contacts.

2. Select a contact from the list presented.

• Identify and select the contact you wish to add to a workflow from the list presented.

3. Use checkboxes to engage with more contacts if needed.

• If you intend to include more than one contact, use the checkboxes next to each contact's name to select multiple contacts simultaneously.

4. Bulk select all contacts using the provided checkbox.

• For larger operations, utilize the master checkbox to select all contacts in your list at once, facilitating a mass action.

5. Proceed to add selected contacts to your workflow.

• With your contacts selected, proceed to add them to your desired workflow by navigating to the corresponding option or tab.

6. Click 'Ok, proceed' to confirm your selection and move forward.

• Click on 'Ok, proceed' to verify your decision and continue with the integration process.

7. Choose a pre-existing workflow to add your selected contacts to.

• From the list of pre-existing workflows, choose the one to which your selected contacts will be added. Ensure this workflow aligns with the intended communication or engagement strategy.

8. Schedule the integration of contacts into the workflow.

• Opt to schedule when the contacts should be integrated into the workflow, allowing for timing adjustments based on campaign timelines or segmentation strategies.

9. Provide a short description for this action for easy tracking later.

• Provide a concise description of this action. This step is crucial for easy tracking and identification within your action logs or history.

10. Select the date you want the action to start from.

• Select the commencement date for this action, determining when your contacts will begin their journey within the chosen workflow.

11. After setting the date, click continue to proceed.

• After setting the date, click 'Continue' to move forward with the configuration process.

12. Finalise your settings by adding the configuration to 'Automation'.

• Add your configuration to 'Automation', finalizing the settings for how and when the selected contacts will be integrated into the workflow.

13. Inspect the status of your process by clicking on a relevant link.

• For assurance and oversight, inspect the status of your process by clicking on the provided link, which directs you to an overview or detailed log of the action.

14. Conclude your workflow setup by clicking 'Ok' to finish.

• Conclude your workflow setup by clicking 'Ok' to finish. This confirms the integration and begins the automation process based on your configured settings.