How to Set a Campaign to be Part of a Workflow in EMM

  1. Click Email Campaigns from the left navigation 
  2. Click on the campaign name to be taken to the Email Summary page
  3. Click Edit Details button - This goes to Step 4 Edit Email Details of the campaign 
  4. Scroll down page and Click the checkbox next to "This email campaign will be part of a workflow", found after Reply Settings 
  5. Click Save Draft on the top right corner of this screen to save changes
Repeat the process for any other campaigns that should be part of a workflow.

How to select campaign(s) within workflow

  1. Click Workflows from the left navigation
  2. Click on workflow name to be taken to the Workflow Summary page
  3. Click the Edit button on the top of this page to edit workflow
  4. In the Workflow Editor, drag the Send Email icon from the toolkit to the canvas 
  5. Double click on the Send email icon(node) that is now on the canvas
  6. Select an Email Campaign window will display
    • Click checkbox next to one workflow email campaign to send
    • Only email campaigns enabled for workflow (“This email campaign will be part of a workflow”) from Edit Email Details will appear 
  7. Click the Select button on the bottom right corner of this window 
    • If the workflow has more than one email to send out, click and drag another send email icon from the workflow toolkit and repeat the process
  8. Click Save Design to save workflow or Save Design & Exit to save and exit