At LeadDec, our aim is to simplify and automate as much of your fitness business management as possible, giving you more time to focus on what truly matters—your clients. In this quick tutorial, we'll show you how to manually add a contact to a workflow, allowing for a tailored approach to automation that meets all your business needs.
Creating and Configuring Your Workflow
Starting Fresh: Begin by navigating to the workflow section in LeadDec. Click on "Create New Workflow" in the top right corner. For this example, we're naming it "Test Video Two".
Setting a Trigger: The workflow needs a trigger to start. In this guide, we use "Contact Tag Added" as an example trigger. This means that the workflow will begin once a specified tag is added to a contact.
Adding an Action: To illustrate the process, we're adding a simple action—having the workflow wait for about 2 hours before moving on to the next step.
Publishing Your Workflow: After setting up your trigger and action, click "Save" to publish your workflow. Remember that our primary focus for this demonstration is the wait action, which becomes important once a contact is added to the workflow.
Adding a Contact to Your Workflow
Select Your Contact: Go to the "Contacts" section and locate the contact you wish to add to the workflow. In our case, we’re using "Loop Test" as the example contact.
Accessing Workflow Options: Within the contact's profile, scroll down and look for the "Active Campaigns/Workflows" section. Click on the dropdown menu and select "Add" to choose the workflow you wish to add them to.
Finalizing the Addition: From the list of workflows, select the one you recently created (in this example, "Test Video Two") and press "Add Now". This action officially incorporates the chosen contact into the specified workflow.
Verifying the Workflow Addition
Workflow Confirmation: Head back to the "Automation" section and find your newly created workflow. Upon opening it, you should see that your contact is in the wait stage, indicated by the number of individuals in this phase.
History Check: For added assurance, click on the "History" tab of the workflow to verify that the contact was indeed added and is currently in the wait stage. This serves as a confirmation that your manual addition was successful.
Conclusion
Congratulations! You have successfully added a contact to a workflow in LeadDec manually. This process allows for precision in how and when your contacts go through different stages of automation, providing a more customized experience for both you and your clients.
If you have any questions or require further assistance, don't hesitate to reach out. At LeadDec, we're dedicated to making your fitness business as seamless and efficient as possible. Happy automating!