Template:Add users: Difference between revisions

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# Complete the following steps:
# Complete the following steps:
#* {{r|a}}. In the navigation menu on the left, expand '''Content''' and then select '''Flows'''.
#* {{r|a}}. In the navigation menu on the left, expand '''Content''' and then select '''Flows'''.
#* {{r|b}}. Click on the '''Where Do I Start?''' flow. {{BrainStorm|12}}
#* {{r|b}}. Click the '''Where Do I Start?''' flow. {{BrainStorm|12}}
# Complete the following steps:
# Complete the following steps:
#* {{r|a}}. Click the '''People''' tab.
#* {{r|a}}. Click the '''People''' tab.
#* {{r|b}}. Click the checkbox in the top-left corner to select 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 '''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:
# Complete the following steps:
#* {{r|a}}. Set the '''Priority Level''' to '''Required'''.
#* {{r|a}}. Set the '''Priority Level''' to '''Required'''.

Revision as of 18:26, 29 March 2023

  1. Complete the following steps:
    • a. In the navigation menu on the left, expand Content and then select Flows.
    • b. Click the Where Do I Start? flow.
      BrainStorm 12.png
  2. 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.
      BrainStorm 13.png
  3. 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.
      BrainStorm 14.png
  4. Complete the following steps:
    • a. Expand Content and click Flows
    • b. Scroll down and click on the Auto Email Campaign flow.
      BrainStorm 15.png
  5. 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!
      BrainStorm 16.png