After you've completed Step 1 of the setup process for the Fresh Start 12-Week Lead Nurture Workflow, it's time to add your leads and or contacts to it. Here's how:
NOTE: If you did not complete step 1, you should complete this step before proceeding on!
1. Click "Contacts"
Click on "Contacts"
2. Click the contacts you want to select
Click on the specified option
3. Or, Select the entire list
Enter the necessary information in the provided field
4. Now, Go to the Robot 🤖 symbol
Click on the indicated location
5. Click "Ok, proceed"
Click "Ok, proceed" to continue
6. Locate the 'Fresh Start' Workflow from the drop down
Click on the specified location
7. You may not have 2
Enter the desired value in the provided field
8. Select it from the drop down
Click on the specified workflow
9. Either schedule, or Drip add the contacts to the workflow is our recommendation
Click "Add all at schedule time" to include all leads at the scheduled time
10. Give your action a name (this is all internal)
Enter a name for the action in the provided field
11. Click "Add to Campaign / Workflow" to begin the workflow
Click "Add to Campaign / Workflow" to include the action in the workflow
