Creating a Workflow

To create a workflow, follow these steps.

1. Navigate to Partner Marketing > Workflows.
2. Click Create Workflow.

3. Provide this information:

   Parameter	Type	Description
   Name	Text	The internal name that will display in Unifyr One Admin.
   Display Name	Text	The name that will display for your partners in the Partner Portal.
   Description	Text	More information about the workflow and any top-level information the partner would need to know to use it in their campaign.

4. Click Create.

You're taken to the Workflows page and the new workflow is added to the list. Before you can publish the workflow, you'll need to complete its basic configuration by adding these:

• Description
• Thumbnail image
• Steps

You will see prompts to add this information if you open the workflow now. Alternatively, you can complete this information later. For more information, see How to Add Steps to a Workflow and How to Review and Edit Workflow Details.