In this article we will show you the basics of creating a workflow in REI Blackbook.
- From the main menu, click Marketing > Workflows
- Once in workflows, click Add New Workflow
- Name your Workflow in the top bar of the Workflow Builder.
- Add as many or as few action modules to the Workflow as desired
- For each modules, fill out the required fields (these will vary depending on the module)
- If you would like to add an additional action module above an existing action module in the Workflow, you can do so by clicking Insert Step above the existing module.
- Once complete, please be sure to click Save or Save and Close to exit the Workflow builder