Marketing Automation Workflows

Marketing Automation Workflows

Before creating a workflow, it is important to define the goals of the workflow. Determine whether it's for lead nurturing, onboarding, re-engagement, or other purposes. Have clear goals before you start to create a workflow. Choose the event or action that will initiate the workflow. This could be a form submission, website visit, or other trigger.

To create a Workflow, follow these steps:

1. Access the ReBid CDP Homepage
2. Click on Activate in the Left Navigation
3. Click on Personalisation Workflow



4. Click on Add to create a workflow. 



5. Choose from ReBid Templates, Created or Favorites Templates, etc. Let’s start by creating a Blank Template. 



6. Fill in the following information to create your workflow:
  1. Workflow name: Name of the Workflow
  2. Description: Description of the Workflow. Be as descriptive as possible. 
  3. Workflow activation: Toggle to enable or disable workflows. Disabled workflows will not be activated. 
  4. Workflow tags: Tag the workflow with the project name to group it into meaningful groups. 
  5. Click on Save





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