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Agenda - Basic Workflow

Introduction to the Workflow platform; this agenda focuses on giving users a practical understanding of how and why you would use the Workflow application.

Session duration: 1.5 hours

Session 1: How & Why you would build Workflows

 
Overview of GatorWorkflow Creating a Workflow
  • What is a Workflow?
  • Signing in & SSO
  • Online Help
  • Using GatorMail automation (overview)
  • Store Contact Value
  • Set Contact Value
  • Send Notifications
  • Add to Group stages
  • Remove from Group stages
Workflow Examples  
  • Workflow use cases
  
Creating a Simple Workflow Testing & Reporting
  • Creating & saving a workflow
  • Navigation & menu
  • The canvas
  • Entry Points
  • Campaign stages
  • Exit point
  • Workflow modes
  • Testing your workflow
  • Advancing members
  • Publishing your workflow
  • Evaluating results
Copying & Creating a Workflow Planning
  • Campaign journeys
  • Go To stages
  • Condition stages
  • Wait stages
  • Multiple Exit points
  • What Workflow will you build?
  • Planning your Workflow