Workflows

A new way to automate your cold email campaigns

29 articles in this collection
Written by Vincenzo Ruggiero and Carina Gotovcenco

About Workflows

Learn how to create custom workflows

Written by Carina Gotovcenco
Updated over a week ago

Manually Add Prospects to Workflows and Schedule Enrollment

Learn how to add prospects and schedule enrollment in a workflow

Written by Carina Gotovcenco
Updated over a week ago

Start a Workflow Later (Schedule)

Written by Carina Gotovcenco
Updated over a week ago

Automatic Enrollment

Automatically add prospects in your workflows

Written by Carina Gotovcenco
Updated over a week ago

Re-enroll Prospects in Workflows

Let prospects go through the same workflows again

Written by Carina Gotovcenco
Updated over a week ago

Remove Prospects from Workflows

Define when you want prospects to exit your workflow

Written by Carina Gotovcenco
Updated over a week ago

The Different Statuses of a Prospect in a Workflow

Understand where the prospect are in a workflow

Written by Carina Gotovcenco
Updated over a week ago

Adding New Steps to a Running Workflow

Written by Carina Gotovcenco
Updated over a week ago

Update Steps in an Active Workflow

Written by Carina Gotovcenco
Updated over a week ago

Emails

Email Templates

Learn how to create and use email templates

Written by Carina Gotovcenco
Updated over a week ago

Emails Sending Time

Learn how to set the sending time and schedule your workflow

Written by Carina Gotovcenco
Updated over a week ago

Changing the sender in an active workflow

Learn how to change the sending address in a running workflow

Written by Carina Gotovcenco
Updated over a week ago

Tips & Tricks for Successful Email Outreach

Written by Vincenzo Ruggiero
Updated over a week ago

How Many Emails You Should Send

Written by Vincenzo Ruggiero
Updated over a week ago

Variables

Use a dynamic variable to personalise your emails

Written by Carina Gotovcenco
Updated over a week ago

How to Insert Images in Your Emails

Written by Vincenzo Ruggiero
Updated over a week ago

Previewing Emails

Send an email preview before starting the workflow

Written by Vincenzo Ruggiero
Updated over a week ago

Opt-Out Links

Allow your prospects to unsubscribe from your emails

Written by Carina Gotovcenco
Updated over a week ago

Workflow Steps Types

Delay

Learn how to add a delay between the steps of your workflow

Written by Carina Gotovcenco
Updated over a week ago

Conditions

Split the workflow into two paths, based on the conditions

Written by Carina Gotovcenco
Updated over a week ago

Review Queue

Hold the prospects from the next step for a manual review

Written by Carina Gotovcenco
Updated over a week ago

Outbound Email (Workflow Step)

Send emails as a part of your workflows

Written by Carina Gotovcenco
Updated over a week ago

Email Notification

Send custom notifications to your colleagues

Written by Carina Gotovcenco
Updated over a week ago

SMS Notification

Send a text message notification as a part of your workflow

Written by Carina Gotovcenco
Updated over a week ago

Create Task (Workflow Step)

Written by Carina Gotovcenco
Updated over a week ago

Add Note (Workflow Step)

Add notes to the prospects automatically

Written by Carina Gotovcenco
Updated over a week ago

Update Fields

Update info, convert, qualify, or move prospects to a new list automatically

Written by Carina Gotovcenco
Updated over a week ago

Troubleshooting

Emails Are Not Being Sent

How to check why your emails are not sending out

Written by Vincenzo Ruggiero
Updated over a week ago

Prospects in Error

Troubleshooting prospects in error in workflows

Written by Carina Gotovcenco
Updated over a week ago