Reviewing and Editing Workflow Details

To review and edit your workflow, follow these steps:

1. Navigate to Partner Marketing > Workflows.
2. Click the name of the workflow you want to edit. The workflow details view displays.
3. In this view, you can carry out multiple actions:

Edit Details

Click Edit Details to access the Edit Details window. Here you can set any of the details for the workflow:

• Type
• Review Status
• Internal Name
• Display Name
• Description
• Effective Dates - the dates on which a published workflow will be available in the partner portal
• Is Promoted? setting - promote the workflow to your partners by highlighting it in the partner portal. For more information, see the How to Promote Workflows section of this article.
• Partner Filters - specify the Partner Groups that have access to the workflow
• Thumbnail image - upload an image to represent the workflow in the portal. We recommend 100x110px, with a maximum file size of 2MB.

You can also tag the workflow with any of your Marketing Activities tags.

The workflow must have a valid Description and Thumbnail image before you can publish it.

Publish/Unpublish

Make the workflow available to your partners or remove it from your partners' portals. For more information, see Publishing, Unpublishing, and Archiving Workflows.

Archive

Retain the workflow but remove it from view until you need it. Do not attempt to archive a workflow that has active participants. You can unarchive an archived workflow, or delete it permanently. For more information, see Publishing, Unpublishing, and Archiving Workflows.

Delete

Delete an archived workflow from the system permanently. Do not attempt to archive a workflow that has active participants.

Copy

Make a copy of the workflow. Copying workflows saves time and limits errors if you are creating multiple workflows with similar details.

Activations

View a report detailing which partners have activated the workflow and how many steps they have completed.

Failures

View a report detailing the steps in your workflow that failed, which emails bounced, and which leads unsubscribed.

Steps

View or modify the steps of the workflow.

Add Offer

Add a provider offering to this workflow if it contains activities performed by an external provider.