How to Import Campaigns into Workflows

Modified on Wed, 07 Dec 2022 at 02:57 AM

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how:

Step 1: Create the Workflow and Import the Campaign

  • Navigate to Workflows and click “+ Create Workflow”

  • Select “Import from a Campaign” and from the dropdown list, pick which Campaign you want to import.
  • Click “+ Create Workflow” to import that campaign.

Step 2: Making Customizations

  • The Workflow will be created from the imported Campaign automatically. You’ll see a message in the Workflow builder that will provide you with additional instructions and confirm that the import was successful.

  • Click close to accept the message and confirm the import.
  • Make any modifications or customizations.
  • Save the Workflow.
  • Publish the Workflow.

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