- Purpose: What is the purpose of this workflow?
- Flow Document: Do you have a map with all the flow?
If yes, please share this with us. We suggest using:- Miro: https://miro.com/
- Lucid Charts: https://www.lucidchart.com/
- Trigger Start: What actions/properties are triggering this workflow to start?
- How many emails should this include?
- Email Template: Should we build these emails?
- If yes, which email template should we use, or what is the structure?
- If yes, which email template should we use, or what is the structure?
- Timers: What are the timers between emails?
- Triggers Caused: What specific actions should this workflow trigger?
- Lists: Should this workflow populate a contact list?
- Dashboard: Do you need us to add any metrics from this workflow to a dashboard?
- Notifications: Who should receive the notifications?
- Campaign: Do you want us to add this workflow into a specific campaign or do you want to create a new one?
Workflows Print
Modified on: Mon, Nov 8, 2021 at 3:35 PM
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