To create multiple workflows you must already have at least one 'default' workflow added and be on a Pro monthly or yearly membership.
If you require certain workflows to run automatically before a quote is accepted, they must be included in your default workflows. This ensures they are triggered automatically when an enquiry is received via your Creative Freedom enquiry form. Alternative workflows are designed to be added after the enquiry/quote acceptance process as they are generated manually.
Begin by clicking the 'Create Workflow Group' + icon:
Name the workflow group and click 'save'.
Add your new workflows to the new workflow groups. Click here to see the Workflows Tutorial.
Once all your new workflows are added to your 'workflow group' you can apply this new workflow group to your bride's card. Click the 'Workflows' tab from the menu.
To generate a new workflow group to a bride select 'Generate alternative workflows' from the dropdown menu within the Workflows tab.
If you have default workflows generated for this bride you now have the option to cancel the current workflows or keep them and add the new workflow groups to them.
Select the new workflow group from the dropdown and click 'create all workflows':
Important Note:
Alternative workflows will set any workflows assigned to the stage 'before quote accepted' as manual.
If you require certain workflows to run automatically before a quote is accepted, they must be included in your default workflows. This ensures they are triggered automatically when an enquiry is received via your Creative Freedom enquiry form.
For manually added brides, you can still allocate these automated workflows before the quote is accepted by selecting 'Generate all default workflows' and then choosing 'Generate all workflows as normal'.