How to publish your Workflow

In this article we talked about how to create your first workflow, now let's proceed with publishing it.

How do I publish my workflow?

• Once you have completed your workflow, continue by clicking on the top right "Continue" button.

  

• From here set a goal. It means that now each workflow will have a global goal to be checked constantly. You will track if a condition is verified at any time and when it is, the contact will exit the workflow and it will be counted towards the goal achievement percentage.

  

• Click "Continue" in the top right corner.

  

• Then set the workflow name.

  

• Decide if you want to set a minimum threshold between actions.

  

• Decide if you want to run this workflow continuously or restrict its actions to certain days or hours. Simply switch a toggle to the right and select your time and days.

  

• Activate indefinitely this workflow or run it after or until a certain date

  

• When you are ready, save it as a draft by clicking on the "Save" button or publish it with the "Publish" button in the top right corner.

  

Discover more:

• Learn how to see the workflow results.