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Workflow Exercise Two: Entry-Wait-Campaign-Exit-Test

In this exercise we look at introducing you to a Workflow using a Gator group entry, a wait, using a single campaign action and an exit

Workflow Example:

Step 1. (New Workflow)

Step 1. (New Workflow)

1. Create a new Workflow

Note: It is possible to clone an existing Workflows or use a template.

Step 2. (Save)

Step 2. (Save)

1. Click on Save

2. Provide the name of your Workflow using your full name and EX2 e.g. Elliott Palmer EX2

3. Provide your email address and the trainers email address in to 'Test Email Addresses'

4. Move your Workflow to the 'Workflow training' folder

5. Click save

Step 3. (Entry)

1. Select a GatorMail Group Entry and drag and drop on to the canvas.

2. Select the group called your full name and EX1 e.g. Elliott Palmer EX1.

Step 4. (Wait)

  1. Select 'Wait' and drag and drop to the canvas.
  2. Make sure 'A time period has been reached' is selected from the drop down menu
  3. Set the number of days to 2.
  4. Click OK.

Step 5. (Send Email Campaign)

1. Select 'Send Email Campaign' and drag and drop on to the canvas.

2. Select 'Gator Workflow One' and click 'OK'

Note: If you are an integrated customer your campaign will still be sent over via the integration to be used for Workflow

Example:

Step 6. (Exit)

1. Select 'Exit' and drag and drop on to the canvas

2. Do not supply an exit value.

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