Use a Workflow Template

You can use a workflow template to help you create a workflow for common Bronto tasks, like sending a welcome message.

About this task

Workflow templates help you automate common, frequently-used tasks in Bronto.

To use a Bronto workflow template:

Procedure

  1. Go to Automation > Workflows
  2. Scroll down to the Workflow Templates section.
  3. Select the template you want to use and click Copy.
  4. In the Your Workflows section, find the template that you copied and open it.
  5. Rename the workflow.
  6. Update the workflow nodes with your information.
    You can also add and remove nodes from the workflow.
  7. Save your workflow.