Workflows allow you to define a step-by-step process once, and then easily apply it over and over again to a lead or shoot.
Go to Settings > Automation > Workflows to create your template workflows. You'll then be able to choose from these workflows when applying them to a lead or shoot.
How to add a workflow to a lead
There are two ways to manually apply a workflow to a lead:
- Go to the Lead > Overview page, click the "Quick Actions" button at the top of the page, and click the "Apply Workflow" button.
- Go to the Lead > Tasks page and click the "Apply Workflow" button at the top of the page.
To automatically apply a workflow to a lead, go to Settings > Automation > Workflows, and click the "New Default Workflow" button. Choose which shoot type you'd like to automatically apply a workflow to, and then choose which workflow you'd like to apply to that shoot type by default.
When you choose a default workflow for a shoot type, any new leads you create (through a contact form or by manually adding it) for that shoot type will automatically have that workflow applied to it.
How to add a workflow to a shoot
There are four ways to apply a workflow to a shoot:
- When adding a shoot via the "Add Shoot" modal, you can choose a workflow to apply to that shoot once it's created. Choose a workflow from the "Apply Workflow" dropdown on the last step of the "Add Shoot" modal.
- Go to the Shoot > Overview page, click the "Quick Actions" button at the top of the page, and click the "Apply Workflow" button.
- Go to the Shoot > Tasks page and click the "Apply Workflow" button at the top of the page.
- When booking a lead through a booking proposal (before it becomes a shoot), you can choose to have a shoot workflow applied once it is booked. Go to the Lead > Booking Proposal page, and choose a workflow from the "Workflow" dropdown.
If I change my template workflow, will it change all leads and shoots it's been applied to?
Currently, a workflow is a "shortcut" to mass-apply a set of emails, questionnaires, tasks, and so on. Updating a template workflow will not dynamically update all the leads and shoots it's been previously applied to.