After you build your workflow, complete the Activate steps.
Activation
- Have you reviewed and generated your campaigns?
These things cannot be changed once the workflow is active:- Check your subject lines
- Verify that you selected the correct email design
- Add campaign labels in the workflow builder
- Continue to the Activate tab
- Select your workflow activation settings
- When ready, click Activate workflow
Activation settings
For a one-time workflow, you will select…
| Start date and time | Set when the workflow should start sending:
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| Email format | Automatically selected based on which versions are available:
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For an ongoing workflow, you will select…
| How often should it run? |
Set the frequency of the workflow:
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| Send to a subscriber | Set how often a person should receive the workflow:
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| Email format | Automatically selected based on which versions are available:
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| Start date and time | Select when the workflow should start sending |
| End date and time | Select when it should stop sending, up to one year in the future |
Learn more about automated scheduling options
Options while active
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Pause
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If needed, you can pause the workflow after it has been activated. Pausing will immediately stop all campaigns in the workflow from sending. |
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Reactivate |
Reactivate the workflow after it has been paused |
After a workflow has started sending, you can no longer make any changes to the campaigns, delays, or conditions. The workflow will be read-only.
However, you can edit the contents of the email assigned to a campaign at any time by going to Email > Emails. The workflow will always send the most recently saved version of the email.
After the workflow reaches the end date, it will display as Completed. It cannot be reactivated once it is complete.
View metrics
Once the workflow has started sending, the Activate tab will show the metrics for each individual campaign in the workflow. It also shows the combined metrics of all campaigns in the workflow.
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View sending details |
Opens the campaign detail view in the Activate tab. It shows a summary of the metrics, Settings, Email, and Recipients, plus an email thumbnail that opens a preview. Ongoing workflows will show the sending history. |
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View results |
Opens the reporting detail in the Reporting section |
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Quick view |
Opens a layer showing info about the campaign |
Export data and metrics
To export workflow campaigns and subscribers info, go to Reporting > Export Data.
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Subscribers by campaign |
View who was sent a campaign in the workflow |
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Events by campaign |
View subscriber activity for a campaign in the workflow |
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Metrics by campaign |
View detailed metrics for one or more campaigns in the workflow |
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Metrics by mailing |
View individual metrics of each time an ongoing workflow campaign sends |
Manage workflows
To delete a workflow
Go to the Workflows grid and select Delete from the actions menu. Deleting a workflow will delete all associated campaigns from the Email Campaigns and Sent Email Campaigns pages.
To rename a workflow
Go to the Workflows grid and select Rename. You can rename it before or after it is activated. Any campaigns associated with the workflow cannot be renamed after it is activated.
To add labels to a workflow
Go to the Workflows grid and select Apply Label from the actions menu. You can apply labels before or after it is activated. Labels for any campaigns associated with the workflow cannot be changed after it is activated.
Keep reading
- Select workflow settings
- Use workflow builder to set up components
- Review and test campaigns
- Activate a workflow