Template:Add users

Template page
Revision as of 18:30, 29 March 2023 by NC (talk | contribs)
  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 then 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