Creating a workflow
You can create a workflow from a program, a campaign, or the Marketing activity list.
Creating a marketing activity is detailed in the Creating marketing activities section.
Once you have started creating a workflow type marketing activity, select the template you want to use.
Each marketing activity offers several types by default. These allow you to preconfigure certain parameters according to your needs. For more information, refer to the Managing templates section.
Enter the general properties of the workflow.
You can enter a name in the Label field and modify the ID. The activity name and its ID appear in the interface, but these are not visible by the message recipients.
You can create your workflow within a parent campaign from the list of marketing activities. You can link this workflow to a campaign by selecting one that has already been created.
You can add a description that the user can see in the campaign content.
Confirm creating the activity and the dashboard for that activity will then be displayed. For more on this, refer to the Workflow interface section.