How do I create a Workflow?

Log in or create your account at wisepelican.com, then open the Automation dropdown and select Workflows to create your first Workflow.

1. Create a new Workflow and enter a name.
2. Select the contact lists or segment you want to use.
3. Choose whether the Workflow should begin immediately or on a future date.
4. Add the postcard and timing steps in the order you want them to run.
5. Customize and review every postcard design.
6. Check the estimated cost of the campaign.
7. Save the Workflow as a draft or activate it when it is ready.

Once activated, contacts are enrolled and begin moving through the sequence independently. You can monitor their progress from the Workflow tracking screen.