Adding Steps to a Workflow

To add steps to a workflow, follow these steps.

1. Navigate to Partner Marketing > Workflows.
2. Click on the required workflow to open it for edit. The workflow details view displays.
3. Click Steps (or follow the Edit Steps prompt if you've just created the workflow). The workflow step editor opens, showing one step called Final Step. This step is required and can't be edited/removed.
4. Click + to add a step in the required place in the workflow. For more information about the types of steps that are supported, and how to configure them, see About Workflows.
5. Set the details on the step:
   1. Choose whether you want to add a step based on an Action (user action/activity), a Wait (delay or time lapse) or a Transition (a move to a later step).
   2. Select the type of step.
   3. Add a name for the step.
   4. Fill in all configuration fields.
   5. To allow partners to make changes to the step's scheduling, or a skip the step in the workflow, enable the Allow Portal Schedule Change option.
6. Click Save to add the step to the workflow.
7. Add additional steps as required. Click + above or below an existing step to place the new step in the correct order.
8. To delete a step, click the X in its top right corner. For more information, see How to Delete Steps from a Workflow.
9. When you have added all the steps, click Done.

10. If you're ready to make the workflow available in the Partner Portal, click Publish in the workflow details view. This button is only available if the workflow contains a Name, Display Name, Description, thumbnail image, and at least one step.

    You can publish the workflow later, if required - for more information, see How to Publish, Unpublish, and Archive a Workflow.

For an example of a workflow that sends Thank you for Attending and Sorry We Missed You follow up emails after a supplier-hosted event, see Create a Supplier-Hosted Zoom Event Campaign in Unifyr One.