Integrating a campaign into your Workflow builder allows you to enhance automation by customizing it with triggers, paths, and more. Here’s how you can import a campaign and make it work seamlessly within your workflows.
Step 1: Start by Creating a Workflow and Import the Campaign
Head to the Workflows section and click + Create Workflow.
From the options, choose Import from a Campaign.
In the dropdown list, select the campaign you wish to import.
Click Import to load the campaign into the Workflow builder.
Step 2: Customize Your Workflow
Once the campaign is imported, the Workflow builder will display a message confirming that the import was successful.
Close the message to proceed with editing the workflow.
Now, you can modify and customize the workflow as needed—adjust triggers, add actions, or change paths.
Don’t forget to Save your workflow after making changes.
When you’re ready, Publish the workflow to activate it.
FAQs
Q: How do I import a campaign into the Workflow builder?
A: To import a campaign, navigate to Workflows and select + Create Workflow. Choose the option Import from a Campaign from the dropdown, select the campaign you want, and click Import. The campaign will then appear in the Workflow builder.
Q: What should I do after importing a campaign?
A: Once the campaign is imported, a confirmation message will appear. Close the message and proceed to make any changes or customizations you require. After editing, make sure to save and publish the workflow.
Q: Can I modify the imported campaign?
A: Yes, you can fully customize the imported campaign. Once the import is done, feel free to adjust triggers, paths, and other workflow elements. Once you’ve made the changes, save and publish the workflow to apply your updates.
