Adding Contacts to a Workflow: Add All in Drip Mode

1. Begin by navigating to the 'Contacts' tab.

• Initiate the process by navigating to the 'Contacts' tab within your CoachWorks Marketing account.

2. Choose the contact you wish to add.

• Identify and choose the specific contact(s) you wish to add to a workflow. Click on their name or checkbox to select them.

3. Consider adding additional contacts if needed.

• If necessary, consider adding more contacts by selecting their respective checkboxes.

4. Use the select all functionality to include all contacts.

• To include all contacts in your list, utilize the 'Select All' functionality.

5. Proceed to the 'Add to Workflow' button.

• With your contacts chosen, click on the 'Add to Workflow' button to begin integrating them into your desired workflow.

6. Confirm your selection by clicking on 'Ok, Proceed'.

• A prompt will appear; click 'Ok, Proceed' to confirm your intent to add the selected contacts to a workflow.

7. Choose a pre-existing workflow to incorporate these contacts.

• Choose from the list of pre-existing workflows where you would like to incorporate these contacts.

8. Choose the 'Add in drip mode' option.

• Opt for the 'Add in drip mode' option to schedule the sequential addition of contacts into the workflow, enabling a gradual engagement strategy.

9. Provide a brief description of the action for streamlined tracking.

• Provide a brief description of this action for future reference, aiding in streamlined tracking and management.

10. Set up your preferred start date.

• Determine and set up your preferred start date for when these contacts should begin entering the workflow.

11. Continue to the next stage by clicking 'Next'.

• Click 'Next' to advance to the subsequent configuration stage.

12. Specify the batch quantity for your operation.

• Specify the batch quantity for the operation, determining how many contacts are added each time.

13. Define the frequency with which this operation repeats.

• Clearly define the frequency of this operation to establish how often the addition happens.

14. Decide on the repetition schedule for your operation.

• Decide on the repetition schedule for your operation, customizing how this action repeats over time.

15. Determine the day of the week for the operation to run.

• Select the day(s) of the week when the operation should run, tailoring the workflow’s engagement to optimal times.

16. Choose your operation's starting time.

• Set the operation's starting time, initiating when contacts will start being added to the workflow each cycle.

17. Also, decide the ending time for your operation.

• Also, decide on an ending time for the operation, encapsulating the daily or cycle time frame for this action.

18. Proceed by clicking 'Add to Automation'.

• Click 'Add to Automation' to finalize the settings and commence the addition of contacts into the selected workflow in drip mode.

19. Click here to check your setup's status.

• Click on the provided link to check the status and ensure your setup runs as planned.

20. Conclude the setup by clicking 'Ok'.

• Conclude the setup process by clicking 'Ok', solidifying your workflow integration with drip mode.

This workflow was created with Supademo.