Activating a Workflow

You must activate a workflow to set it running.

1. Once your campaign is activated, navigate to Campaigns > My Campaigns.
2. Click the name of the campaign that contains the workflow you want to edit.
3. Under Workflows, click the name of the required workflow.
4. Click Edit and navigate to the Activate tab. You can also access the tab by clicking Review next to the Turn on the workflow to begin processing eligible contacts task.

5. Scroll to the bottom of the page and click Start Workflow. You're taken to the workflow's Activity Dashboard, which shows a status of Running. 

   When viewed in the Campaign Dashboard, the workflow shows a spinning gear icon while it is still running.

   

   As the campaign is executed, and the workflow runs, notification recipients will receive Workflow Activity Report at the designated frequency. The report provides information about email activity and the steps that are coming up. For more information about adding notifications, see How to Update Workflow Details and Notifications.

   Partners can also view an Activity Dashboard for the workflow when they open it from the campaign. The dashboard summarizes recent workflow activity, participants, leads generated, and other information.