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Fishbowl Advanced
Template
:
Add users
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Template
:
Add users
Template page
Complete the following steps:
a
. In the navigation menu on the left, expand
Content
, and then select
Flows
.
b
. Click on the
Where Do I Start?
flow.
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.
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.
Complete the following steps:
a
. Expand
Content
, and then click
Flows
.
b
. Scroll down and click on the
Auto Email Campaign
flow.
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!