Watch it once, then do it. Short walk-throughs that show you exactly where to click. Start at the top and work down, or open the section you need and skip the rest.
3 videos in 1 section
Build a sequence once, and let it run for every person you put into it.
3 videosWhat a workflow is made of, the Workflow Type setting that decides how it starts, and where the results show up on a record.
1:19 2Two steps built from an empty form, the difference between Workflow Created and Last Workflow Order, and the numbering rule that decides whether it runs at all.
1:19 3Why the workflow template dropdown is empty, the Campaign Type switch that fixes it, and the action that emails you instead of the client.
1:07Our Partner Program pays you for referrals — every Internoodle account comes with one.
The written guides cover the same ground, plus the Canadian admin around it.
Read the guides Start free