How to Import Campaigns into Workflows

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how:

Step 1: Create the Workflow and Import the Campaign

• Navigate to Workflows and click “+ Create Workflow”

  
• Select “Import from a Campaign” and from the dropdown list, pick which Campaign you want to import.

  
• Click “+ Create Workflow” to import that campaign.

Step 2: Making Customizations

• The Workflow will be created from the imported Campaign automatically. You’ll see a message in the Workflow builder that will provide you with additional instructions and confirm that the import was successful.

  
• Click close to accept the message and confirm the import.

• Make any modifications or customizations.

• Save the Workflow.

• Publish the Workflow.