Automated Workflows can be set up for Stakeholder or Interaction records. A range of workflows are available to be assigned. For information on enabling Automated Workflows for your account, please contact your Customer Success Manager.
To create an Automated Workflow:
Navigate to Tracking & Data Organisation > Automated Workflows
Give your Workflow a name
Choose whether your workflow will relate to a Stakeholder or Interaction
Set the Trigger: When 'x'....
Set any filters or conditions "If":
Set your action "Then":
NOTE: if you are adding an "Send email to" action, you will need to press the 'Enter' key to enter the email address correctly:
Then Save your Workflow. Tick Publish your Workflow to set the Workflow as live. If you leave the Publish button unticked, your Workflow will be saved as a draft and can be published at a later stage.
Your workflow will now be live and able to be edited or toggled off from the Workflow Automations module:
You will receive email notifications if you have set them up like below:
Please note that relationship health score workflows are run every 30 minutes, while no new edits/interactions are run daily.