workflows: what, why, how (hint: your ultimate efficiency tool)

W O R K FLO W S : W H AT , W H Y , H O W.PR E S E NT E D BY M E L I S S A R I BAME L I SS A @G RE E NR O PE . C OM

AG E N DA• What is a Workflow?

• How to Create Workflows

• Workflow Triggers

• Tracking your Workflows

• Q&A

What is a Workflow?

A workflow consists of a sequence of steps/ activities/ tasks that can happen over a period of time. Workflows help implement specific business

processes and help a team/business stay organized and on top of their follow ups, projects, and tasks.

Sales Workflow: Triggered by Lead Scoring

> Alert email to sales rep> Sales rep assigned CRM activity to call> Added to the sales rep’s group

E X A M P L E WO R K FLO WS

Marketing Workflow: Triggered by Clicking a Link in an Email

> Alert email to marketing coordinator> Contact is added to marketing group> Marketing coordinator is assigned task to send hand-written thank you note

E X A M P L E WO R K FLO WS

Operations Workflow: Triggered by Ticket Submission

> Alert email to support staff> Follow up activity assigned to support staff> Email sent two days later with survey

E X A M P L E WO R K FLO WS

C RE AT IN G YO U R WO R K F LO WS

• Step One: Determine Your Processes• Step Two: Customize Your Activities• Step Three: Create Your Workflows• Step Four: Add Your Workflow To Its Trigger

You need to plan your strategy!

Things to think about:

What activities make up your process?- Emails / Phone Calls- Meetings- Signed agreements- Walk-throughs- Product demonstrations- Payment

Who is in charge of completing these activities?

S T E P O N E : D E T E R M I N E YO U R P R O C E S S E S

Think about the activity types that will be part of your workflow.

If you need custom activity types, make sure your account owner adds them before creating your workflows.

S T E P T W O: C U S T O M I Z E YO U R AC T I V I T I E S

Let’s use the marketing workflow below as an example of how to create a workflow in GreenRope.

• Marketing Workflow: Triggered by Clicking a Link in an Email> Alert email to marketing coordinator> Contact is added to marketing group> Marketing coordinator is assigned task to send hand-written thank you note

S T E P T H R E E : C R E AT E YO U R W O R K F LO W S

Workflow triggers:

- Clicking on a link in an email- Filling out a signup form- Lead scoring automation- Submitting a ticket- User-defined field data changing- Completing a survey- Answering a specific survey question- Answering a specific survey questions with a specific answer- Purchasing an item from a storefront- Completing a CRM activity- Being added to a group- Checking into an event- Manually

And more!

S T E P F O U R: A D D YO U R W O R K F LO W T O I T S T R I G G E R

T RAC K IN G YO U R WO RK FLO WS

• Automation Manager• CRM Activity Reports• Workflow Triggering Reports

T IM E FO R Q & A !

T H A N K YO U FOR L I S T EN I N G A N D E N GAG I N G

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