Creating a Workflow: a How-to Guide
You want to create a workflow, so you open up your marketing automation tool, navigate to the workflows section, and start plugging in actions. But wait- if you haven’t taken the time to set a goal, carefully choose an audience and frame out strategy, your workflow can quickly go off the rails. Workflows are an advanced feature of marketing automation and can be intimidating. However, if you follow these 7 steps, you’ll soon find yourself with a well thought-out workflow that works for you.