The Workflow tool allows for simple and complex campaign workflows to be created by using drag and drop items from the Workflow menu.
- Workflow menu - Items are dragged from here onto the canvas.
- The canvas is the main working area where workflows are created.
- There are multiples stages within a workflow in order to build a communication and action path.
- This area shows the name of a saved workflow
- Zoom into the canvas
- Zoom out of the canvas
- Workflow details (Name, Notes and test email address)
- Change the workflow mode (Design, Test or Live)
- Select all workflow stages on the canvas
- Delete selected stage(s)