Template:Add users: Difference between revisions
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# Complete the following steps: | # Complete the following steps: | ||
#* {{r|a}}. Click on '''Content''' and select '''Flows''' | #* {{r|a}}. Click on '''Content''' and select '''Flows'''. | ||
#* {{r|b}}. Click on the | #* {{r|b}}. Click on the '''Where Do I Start?''' flow. {{BrainStorm|12}} | ||
# Complete the following steps: | # Complete the following steps: | ||
#* {{r|a}}. Click on the '''People''' tab | #* {{r|a}}. Click on the '''People''' tab | ||
#* {{r|b}}. Select the box in the top left to choose all users in the list | #* {{r|b}}. Select the box in the top left to choose all users in the list | ||
#* {{r|c}}. Click the '''Priority Settings''' in the top right corner{{BrainStorm|13}} | #* {{r|c}}. Click the '''Priority Settings''' in the top right corner. {{BrainStorm|13}} | ||
# Complete the following steps: | # Complete the following steps: | ||
#* {{r|a}}. Set the '''Priority Level''' to '''Required''' | #* {{r|a}}. Set the '''Priority Level''' to '''Required''' | ||
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#* {{r|c}}. Click the '''Save''' button{{BrainStorm|14}} | #* {{r|c}}. Click the '''Save''' button{{BrainStorm|14}} | ||
# Complete the following steps: | # Complete the following steps: | ||
#* {{r|a}}. | #* {{r|a}}. Expand '''Content''' and click '''Flows''' | ||
#* {{r|b}}. Scroll down and click on the '''Auto Email Campaign''' | #* {{r|b}}. Scroll down and click on the '''Auto Email Campaign''' flow. {{BrainStorm|15}} | ||
# Complete the following steps: | # Complete the following steps: | ||
#* {{r|a}}. Click on the '''People''' tab | #* {{r|a}}. Click on the '''People''' tab. | ||
#* {{r|b}}. Select the box in the top left to choose all users in the list | #* {{r|b}}. Select the box in the top left to choose all users in the list. | ||
#* {{r|c}}. Click the '''Start Flow''' in the top right corner | #* {{r|c}}. Click the '''Start Flow''' in the top-right corner. This will send the customer their first welcome email! {{BrainStorm|16}} | ||
Revision as of 18:06, 29 March 2023
- Complete the following steps:
- a. Click on Content and select Flows.
- b. Click on the Where Do I Start? flow.
- Complete the following steps:
- a. Click on the People tab
- b. Select the box in the top left to choose all users in the list
- c. Click the Priority Settings in the top right corner.
- Complete the following steps:
- a. Set the Priority Level to Required
- b. Set the Days to complete to 5
- c. Click the Save button
- Complete the following steps:
- a. Expand Content and click Flows
- b. Scroll down and click on the Auto Email Campaign flow.
- Complete the following steps:
- a. Click on the People tab.
- b. Select the box in the top left to choose all users in the list.
- c. Click the Start Flow in the top-right corner. This will send the customer their first welcome email!
