How to Import Campaigns into Workflows

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how:

Step 1: Create the Workflow and Import the Campaign

• Navigate to Workflows and click “+ Create Workflow”

• Select “Import from a Campaign” and the dropdown list, and pick which Campaign you want to import.

• Click “Import” to import that campaign.

Step 2: Making Customizations

• The Workflow will be created from the imported Campaign automatically. You’ll see a message in the Workflow builder that will provide you with additional instructions and confirm that the import was successful.

• Click close to accept the message and confirm the import.
• Make any modifications or customizations.
• Save the Workflow.
• Publish the Workflow.