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User Manual
Overview

Profile-Workflows & Campaigns

The Workflows & Campaign tab displays the Workflows and Campaigns a person has been subscribed to and their subscription status.

Workflow Subscriptions

workflow profile

 

If the Completed status is not displayed in the feed, the person is active in the Workflow. 

  1. Click  + plus sign for more details on the current step the person is on
  2. To remove a person from a Workflow click Remove from workflow
  3. To resubscribe the person to the Workflow, navigate to the Bulk Operations tab 

Campaign Subscriptions

Campaign_Profile

If the Completed status is not displayed in the feed, the person is active in the Campaign.

  1. Click  + plus sign for more details on the last email the person received
  2. To remove a person from a Campaign click Remove from campaign
  3. To restart the Campaign click Restart campaign
  4. To subscribe the person to a different Campaign, navigate to the Bulk Operations tab 
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