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Trigger Workflow For Individual Contact

  • Updated

Let's Trigger Work For Individual Contact

You may have created a unique workflow that you need to trigger for one specific contact. You can easily do that from directly inside that person's contact record. 

  

Objectives

In this support article, you will learn step-by-step how to trigger a workflow for an individual contact.

 

Steps

1. Log in to your REI BlackBook Account. Click on Contacts located at top of your dashboard menu. 

 

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2. You will be directed to your contacts page. Click on your desired contact. 

 

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If you need to search for the contact, click on the search box located at the top and type in the name of your contact. 

 

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3. You will be directed to your contact's record. On the right-hand side, click on Actions. 

 

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4. In the drop-down menu, click on Trigger Workflow. 

 

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5.  A pop-up box will appear. Under Select a Workflow, click on the box and choose the workflow you want for this contact. 

 

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6. Next, click on Trigger Workflow. 

 

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Thank You!

We appreciate you taking the time to trigger a workflow to an individual contact!

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