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 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.