Promoting Workflows

You can promote a workflow to increase partner adoption. Promoting the workflow will pin it to the top of the Available Multi-Touch Workflows page when partners select a campaign and click Add Activity > Workflow in their partner portal. This ensures it is one of the first workflows a partner sees when browsing.

To promote a workflow, follow these steps:

1. Navigate to Partner Marketing > Workflows.
2. Click on the required workflow to open it for edit.
3. Click Edit Details.
4. Enable the Is Promoted? setting.
5. Add the Promotion Start and Promotion End dates, to define the period for which the activity will be promoted.
6. [Optional] Add a Promotion Description to provide information about the reason for promoting the workflow. This information will not be visible to partners.
7. Click Save.