Template:Add users

Template page
Revision as of 17:54, 29 March 2023 by NC (talk | contribs)
  1. Complete the following steps:
    • a. Click on Content and select Flows
    • b. Click on the Flow titled Where Do I Start?
      BrainStorm 12.png
  2. 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
      BrainStorm 13.png
  3. Complete the following steps:
    • a. Set the Priority Level to Required
    • b. Set the Days to complete to 5
    • c. Click the Save button
      BrainStorm 14.png
  4. Complete the following steps:
    • a. Go under 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 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!)
      BrainStorm 16.png