Template:Add users: Difference between revisions

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# Complete the following steps:
# Complete the following steps:
#* Click on '''Content''' and select '''Flows'''
#* Click on '''Content''' and select '''Flows'''
#* Click on the Flow titled '''Where Do I Start?'''
#* Click on the Flow titled '''Where Do I Start?'''{{BrainStorm|11}}
# Complete the following steps:
# Complete the following steps:
#* Click on the '''People''' tab
#* Click on the '''People''' tab
#* Select the box in the top left to choose all users in the list
#* Select the box in the top left to choose all users in the list
#* Click the '''Priority Settings''' in the top right corner
#* Click the '''Priority Settings''' in the top right corner{{BrainStorm|12}}
# Complete the following steps:
# Complete the following steps:
#* Set the '''Priority Level''' to '''Required'''
#* Set the '''Priority Level''' to '''Required'''
#* Set the '''Days to complete''' to '''5'''
#* Set the '''Days to complete''' to '''5'''
#* Click the '''Save''' button
#* Click the '''Save''' button{{BrainStorm|13}}
# Complete the following steps:
# Complete the following steps:
#* Go under '''Content''' and click '''Flows'''
#* Go under '''Content''' and click '''Flows'''
#* Scroll down and click on the '''Auto Email Campaign''' Flow
#* Scroll down and click on the '''Auto Email Campaign''' Flow{{BrainStorm|14}}
# Complete the following steps:
# Complete the following steps:
#* Click on the '''People''' tab
#* Click on the '''People''' tab
#* Select the box in the top left to choose all users in the list
#* Select the box in the top left to choose all users in the list
#* Click the '''Start Flow''' in the top right corner (This will send the customer their first welcome email! To get them started!)
#* Click the '''Start Flow''' in the top right corner (This will send the customer their first welcome email! To get them started!){{BrainStorm|15}}

Revision as of 15:51, 29 March 2023

  1. Complete the following steps:
  2. Complete the following steps:
    • Click on the People tab
    • Select the box in the top left to choose all users in the list
    • Click the Priority Settings in the top right corner
      BrainStorm 12.png
  3. Complete the following steps:
    • Set the Priority Level to Required
    • Set the Days to complete to 5
    • Click the Save button
      BrainStorm 13.png
  4. Complete the following steps:
    • Go under Content and click Flows
    • Scroll down and click on the Auto Email Campaign Flow
      BrainStorm 14.png
  5. Complete the following steps:
    • Click on the People tab
    • Select the box in the top left to choose all users in the list
    • Click the Start Flow in the top right corner (This will send the customer their first welcome email! To get them started!)
      BrainStorm 15.png