There are times when you will want to add your own workflow step and draft from scratch (versus importing a template set).  Great! This is super easy to do...

Step 1: Go to Groups, choose the group you want to add the automated workflow step to, and then select Automated Workflows from the sub-menu.

Step 2: Click the "Create New Step" button.

 

Step 3: Select the type of message you want to send from the pop up options.

 You can send an email, text message or reminder message. Reminder Messages go to a staff member or volunteer to give them information.

 

Step 4: Give the step a title by typing it in the box under "Name Your Step,” and select “Begin” when finished.

Step 5: Follow the Steps to Compose the message and set the scheduling preferences. Remember that Automated Workflow steps go on a schedule based off the join date for the person entering the group.


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