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Grow | Adding A Contact To A Specific Starting Point In A Workflow
Grow | Adding A Contact To A Specific Starting Point In A Workflow

Sometimes you may want to add someone to a specific point in a workflow, rather than the beginning. Here's how to do it

Updated over 2 years ago

Sometimes you may want to add someone to a specific point in a workflow, rather than the beginning. Here's how to do it.


2. Click on Automations

Click on Automations

3. Click on the plus symbol to add an new element

Click on the plus symbol to add an new element

4. select the If / Else element

select the If / Else element

5. decide what you want the paths to trigger on, usually a tag, or lack of tag is best

decide what you want the paths to trigger on, usually a tag, or lack of tag is best

6. Add another element and select the Go To element

Add another element and select the Go To element

7. After you create the go to element it will highlight and blink green

After you create the go to element it will highlight and blink green

8. Choose "where" you want the element to point to in the workflow

Choose "where" you want the element to point to in the workflow

9. after you select where you want the "go to" action to go, you'll see a dashed line

Now, add the person to the workflow, and it will follow the triggers you set and go to the area in the workflow. Then, remove the YES/NO element and put the workflow back to normal after you've completed the task you meant to achieve

after you select where you want the "go to" action to go, you'll see a dashed line

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