Saving & Changing Details of your Workflow

A number of details are required in order to give your Workflow a name, save it and test it.

Saving your Workflow

Saving your workflow
  1. Click on the 'Save' icon on the menu to enter the save screen

Complete the required details

  1. Give your Workflow a name
  2. Set any description of the Workflow
  3. Enter at least one test email address. This will usually be your own but you can enter multiple addresses to send tests to by entering a different address on each row.
  4. Select a folder to store your Workflow in.
  5. Click on 'Save'

Editing the Workflow Details

Editing the workflow details

You can change the Workflow details by clicking the edit button, highlighted above.