Template:Add users: Difference between revisions
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# Complete the following steps: | # Complete the following steps: | ||
#* Click on '''Content''' and select '''Flows''' | #* {{r|a}} - Click on '''Content''' and select '''Flows''' | ||
#* Click on the Flow titled '''Where Do I Start?'''{{BrainStorm|12}} | #* {{r|b}} - Click on the Flow titled '''Where Do I Start?'''{{BrainStorm|12}} | ||
# Complete the following steps: | # Complete the following steps: | ||
#* Click on the '''People''' tab | #* {{r|a}} - Click on the '''People''' tab | ||
#* 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 | ||
#* 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: | ||
#* Set the '''Priority Level''' to '''Required''' | #* {{r|a}} - Set the '''Priority Level''' to '''Required''' | ||
#* Set the '''Days to complete''' to '''5''' | #* {{r|b}} - Set the '''Days to complete''' to '''5''' | ||
#* Click the '''Save''' button{{BrainStorm|14}} | #* {{r|c}} - Click the '''Save''' button{{BrainStorm|14}} | ||
# Complete the following steps: | # Complete the following steps: | ||
#* Go under '''Content''' and click '''Flows''' | #* {{r|a}} - Go under '''Content''' and click '''Flows''' | ||
#* 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: | # Complete the following steps: | ||
#* Click on the '''People''' tab | #* {{r|a}} - Click on the '''People''' tab | ||
#* 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 | ||
#* 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 the '''Start Flow''' in the top right corner (This will send the customer their first welcome email! To get them started!){{BrainStorm|16}} | ||
Revision as of 16:27, 29 March 2023
- Complete the following steps:
- a - Click on Content and select Flows
- b - Click on the Flow titled Where Do I Start?
- 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 - Go under 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! To get them started!)
