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Workflows
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