Key Steps
Preparation: Before updating email templates in automation, ensure that the email templates have been updated in the designated section.
Accessing Automation:
Click on the "Automation" option in the left-hand panel.
Navigate to the specific folder containing the automation workflow that needs to be updated.
Selecting Workflow:
Click on the folder.
Choose the specific automation workflow that requires updates (e.g., "Initial In-Office Connection Made").
Opening Workflow Builder:
Click on the selected workflow to open the workflow builder interface.
Familiarize yourself with the components of the workflow builder.
Understanding Trigger:
Identify the trigger, which is the action that initiates the workflow.
Ensure that the trigger aligns with the desired workflow process.
Reviewing Actions:
Actions are the sequential events that occur after the trigger.
Arrange actions in the desired order of execution.
Automated Entry:
When contacts are manually moved in the opportunity pipeline to a specific stage, they are automatically added to the workflow.
Updating contact status in the opportunities tab will trigger automatic addition to the automation.
Editing Components:
Make necessary edits to the email templates, tags, and wait periods within the automation workflow.
Cautionary Notes
Ensure that email templates have been updated in the designated section before proceeding with automation updates.
Carefully review and confirm the trigger and actions within the workflow to avoid errors in automation execution.
Tips for Efficiency
Familiarize yourself with the workflow builder interface to navigate and edit automation workflows efficiently.
Regularly update email templates and review automation workflows to maintain accuracy and relevance in communication processes.