Adding a Workflow to a Campaign

Remember:

You must publish workflows for partners to use them. Even if you add a workflow to a published campaign, the workflow will not be visible unless it is explicitly published.

Workflows can stand alone as independent marketing campaigns if all of the marketing activities you add to them are also published to your partners. You can also package workflows in campaigns to control which partners can use which workflows.

To make a standalone workflow available to your partners, see the How to Publish, Unpublish, and Archive a Workflow section of this article.

To make a workflow available only through a campaign and not as a standalone workflow, follow these steps.

Firstly, ensure that the workflow is not filtered to a particular Partner Group:

1. Navigate to Partner Marketing > Workflows.
2. Click on the required workflow to open it for edit. The workflow details view displays.
3. Click Edit Details.
4. Next to Partner Filters, click Edit.
5. Filter the workflow to a non-partner account, such as your test account or an administrator account.
6. Click Apply.
7. Click Save.

Secondly, add the workflow to a campaign.

1. Navigate to Partner Marketing > Campaigns.
2. Click on the required workflow to open it for edit. The campaign details view displays.
3. Click Add Content.
4. Filter Asset Type to Workflow.
5. Click Add next to the name of the workflow you want to add.
6. Click Close.

The workflow is listed in the Campaign Assets section of the campaign. It's now available to partners who have access to this campaign.