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  2. Workflow Automation

Setup Advance Welcome Series Workflow

Step 1. Login to AiTrillion

Step 2.Go to Email Marketing > Workflow Automation > Dashboard.


Step 3. Scroll to the bottom of the page. Click on Use Now button beneath the Advance Welcome Series. A popup will appear which will ask for confirmation. Confirm and proceed.

Step 4. The workflow has been created. Now you can edit it accordingly.

Click on the Trigger box to choose the source.


Note: You can edit the message by clicking on the message name.

Click on the Action box and update the email settings.


Note: You can send a series in this workflow so click on each box and update the settings accordingly.

You can also add the delay between 2 emails.


Step 5. Keep Contact Throttling to default (Un-throttled). Enable the workflow and Save it.