Workflows let you automate communications and actions in Element451. Use workflows to do things like:
Send an email to people who submit a request for information form
Set up an email and SMS series to send based on calendar dates, things prospects do (e.g. click a link), or a combination of both
Apply a label such as “applicant” to a person's profile when someone starts an application
Auto submit a completed application
How Workflows Work
Learn about what they are, how they work, and the main parts of a workflow
Step-by-step guide to creating a workflow
Editing, stopping, starting, and seeing who’s in a workflow
A Closer Look
More detailed explanations of: