How to add a contact to the "new lead" follow up workflow : getmorestudents

How to add a contact to the "new lead" follow up workflow Print

Created by: Hervin Alvarez

Modified on: Mon, 11 Mar, 2024 at 5:46 PM

Here's how to add a contact to the follow-up workflow. This will cause the contact to start receiving the automated follow up messages asking them if they are interested in joining your classes.

INSTRUCTIONS

METHOD 1:

Go to "Contacts"

Find and click the contact that you would like to add to the follow-up workflows

Scroll down to "Automation"

Click "Add"

Under "Workflows" find the workflow called "2024.1 - Follow Ups"

Under "Select date & time"

Choose the date you would like to start the follow-up messages

Click the check mark

Click "Add"

METHOD 2:

Click on "Conversations"

Find the contact that you would like to add to follow up workflow

Click on "Active Automations"

Click on "Add new automation"

Find the workflow called "2024.1 - Follow Ups"

Click on "event start time"

Choose the date you would like to start the follow-up messages

Click confirm

Click "Save"

CONCLUSION

This is how you add a contact to the follow up workflows

Hervin is the author of this solution article.

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How to add a contact to the "new lead" follow up workflow Print

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