How to add customers to workflow for UNIFIC

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Navigating HubSpot's Workflow and Email Creation

 

1. Click on Manage

Open Customer Card + Scroll down on the right hand side bar to Workflow Memberships

Click on Manage

2. Click on Enroll in workflow

Click on Enroll in workflow

3. Click on Search

Click on Search

4. Type "Unific"

Type "Unific"

5. Click on Generate Unific Dynamic Coupon - GOODWILL 10

Click on Generate Unific Dynamic Coupon - GOODWILL 10

6. Click on Enroll

Click on Enroll

7. Click on Page Section

Click on Page Section

8. Click on Back

Click on Back

9. Click on Manage

To ensure the enrollment is completed.

Click on Manage

10. Click on Page Section

Click on Page Section

11. Click on Back

Click on Back

12. Click on Emails

Click on Emails

13. Click on Create Email

Click on Create Email

14. Type Create an email

Type Create an email

15. Click on GOODWILL 10% - B2C

Click on GOODWILL 10% - B2C

16. Click on Activity Creator Window

Click on Activity Creator Window


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