User Manual
Overview

Workflows

The Workflows tab displays the Workflows 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 

Email Series Campaign Subscriptions

Campaign_Profile

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

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