Create a workflow using a template

Campaign templates are a great way to get your marketing campaign up and running quickly.

Create a workflow from a template

To create a workflow from a template:

1. From WP Admin, navigate to Send. 
   
   This opens Send.
   
   
2. In the Send panel, click the Workflows tab. 
   
3. In the Use a template box, click Start with a template.
   
   The available templates appear in the right pane, along with several options to filter the template choices.
4. Find the template you would like to use and click Edit this workflow.
   
5. Give the workflow a name and click Use workflow.
   The campaign steps appear on screen. The following are the possible steps a template may contain. Not all templates contain all these steps.
   • Trigger: The condition that will activate the campaign. This usually means sending a message to the customer. See Trigger conditions below.
     Email: The message sent to the customer. 
   • Waiting time: Some campaigns contain multiple steps. Waiting time defines how long it should be between steps. For example, a campaign can send an email congratulating a customer for putting items in a cart and then two days later send a reminder email if the cart was abandoned.
   • Splitter Split: A fork where the campaign can take two different directions. For example, one message could be sent to customers who purchased over $100 worth of items and different message to those who purchased under $100.
     
     This will take you to the edit screen. The edit screen displays the workflow rules.
     
6. (Optional) Click the edit icon to the right of a rule to edit it.
   This brings up the rule edit screen.
   
7. Change a rule to fit your campaign. For example, you can have a message sent to all customers when their cart amount exceeds $300 worth of products.
   
   Optional: Click + Add contact filter to add a contact filter to linit the workflow to specific contacts. 
   
8. Click Save Trigger.
   
9. (Optional) Click the edit icon in the Email field to edit the message sent to the customers. You can edit:
   
   1. Subject line: A brief summary of the message content.
   2. Preview text: The first text customers will see. By default, it is the beginning of the full message.
   3. Sender name: Who the message is coming from. 
   4. Sender email: Return address of the email.
   5. Content: Create the email that will be sent to the customer. Click Choose template to create the email. For details, see Create an email for your campaign.
      
   6. Click Save email.
      
   7. (Optional) Click the plus sign to add more messages and rules, or click the pencil to edit existing rules.
   8. To save your campaign, click Save draft.
      
   9. To start the workflow, click Launch workflow.
      The workflow begins.

Note: You cannot edit a workflow once it has been published.

For a complete list of trigger conditions, see Set a trigger condition.