Template:Add users: Difference between revisions

Latest revision as of 18:43, 29 March 2023

Complete the following steps:
- a. In the navigation menu on the left, expand Content, and then select Flows.
- b. Click on the Where Do I Start? flow.
Complete the following steps:
- a. Click the People tab.
- b. Click the checkbox in the top-left corner to select all users in the list.
- c. Click ⚙ Priority Settings in the top-right corner.
Complete the following steps:
- a. Set the Priority Level to Required.
- b. In the Days to complete field, enter 5.
- c. Click the Save button.
Complete the following steps:
- a. Expand Content, and then click Flows.
- b. Scroll down and click on the Auto Email Campaign flow.
Complete the following steps:
- a. Click the People tab.
- b. Click the checkbox in the top-left corner to select all users in the list.
- c. Click ▶ Start Flow in the top-right corner. This will send the customer their first welcome email!

@@ Line 1: / Line 1: @@
 # Complete the following steps:
-#* {{r|a}} - Click on '''Content''' and select '''Flows'''
+#* {{r|a}}. In the navigation menu on the left, expand '''Content''', and then select '''Flows'''.
-#* {{r|b}} - Click on the Flow titled '''Where Do I Start?'''{{BrainStorm|12}}
+#* {{r|b}}. Click on the '''Where Do I Start?''' flow. {{BrainStorm|12}}
 # Complete the following steps:
-#* {{r|a}} - Click on the '''People''' tab
+#* {{r|a}}. Click the '''People''' tab.
-#* {{r|b}} - Select the box in the top left to choose all users in the list
+#* {{r|b}}. Click the checkbox in the top-left corner to select all users in the list.
-#* {{r|c}} - Click the '''Priority Settings''' in the top right corner{{BrainStorm|13}}
+#* {{r|c}}. Click '''⚙ Priority Settings''' in the top-right corner. {{BrainStorm|13}}
 # Complete the following steps:
-#* {{r|a}} - Set the '''Priority Level''' to '''Required'''
+#* {{r|a}}. Set the '''Priority Level''' to '''Required'''.
-#* {{r|b}} - Set the '''Days to complete''' to '''5'''
+#* {{r|b}}. In the '''Days to complete''' field, enter '''5'''.
-#* {{r|c}} - Click the '''Save''' button{{BrainStorm|14}}
+#* {{r|c}}. Click the '''Save''' button. {{BrainStorm|14}}
 # Complete the following steps:
-#* {{r|a}} - Go under '''Content''' and click '''Flows'''
+#* {{r|a}}. Expand '''Content''', and then click '''Flows'''.
-#* {{r|b}} - Scroll down and click on the '''Auto Email Campaign''' Flow{{BrainStorm|15}}
+#* {{r|b}}. Scroll down and click on the '''Auto Email Campaign''' flow. {{BrainStorm|15}}
 # Complete the following steps:
-#* {{r|a}} - Click on the '''People''' tab
+#* {{r|a}}. Click the '''People''' tab.
-#* {{r|b}} - Select the box in the top left to choose all users in the list
+#* {{r|b}}. Click the checkbox in the top-left corner to select all users in the list.
-#* {{r|c}} - Click the '''Start Flow''' in the top right corner (This will send the customer their first welcome email! To get them started!){{BrainStorm|16}}
+#* {{r|c}}. Click '''▶ Start Flow''' in the top-right corner. This will send the customer their first welcome email! {{BrainStorm|16}}