Help us help you get automated!

  1. What is the purpose of this workflow?
  2. What actions/properties are triggering this workflow?
  3. How many emails should this include?
  4. Should we build these emails? If yes, which template should we use or what is the structure?
  5. What are the timers between emails?
  6. What specific actions should this workflow trigger?
  7. Should this workflow populate a contact list?
  8. Do you need us to add any metrics from this workflow to a dashboard?
  9. Who should receive the notifications?
  10. Do you want us to add this workflow into a specific campaign or do you want to create a new one?
  11. Do you have a map with all the flow? If yes, please share this with us. 
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