Template:Add users

Template page
Revision as of 18:18, 29 March 2023 by NC (talk | contribs) (NC moved page Template:BrainStorm Flows to Template:Add users without leaving a redirect)
  1. Complete the following steps:
    • a. In the navigation menu on the left, expand Content and select Flows.
    • b. Click on the Where Do I Start? flow.
      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. 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 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!
      BrainStorm 16.png