How to Convert a Campaign Into Workflow

This article goes over how to convert a campaign into a workflow efficiently using the provided steps.

Brief Video Overview of How to Convert a Campaign into a Workflow

Steps

1. Select the campaign you want to convert.
2. Copy the campaign name.
3. Go to Automations > "Workflows"
4. Select "Create Workflow" on the right.
5. Choose the option "Select a Recipe."
6. Select "Import from a campaign."

7. Click "Import" and paste in the campaign name.
8. Select the campaign from the dropdown menu.
9. Click "Import" to proceed.
10. Acknowledge any pop-ups that may appear in the workflow. The pop up usually shows for all campaigns that are converted into workflows.

11. Review your workflow to make sure it matches your campaign actions.
12. Manually add in actions from your campaign trigger into this new workflow.
    1. Customize each action in the workflow to match the actions in the campaign trigger.
    2. Double-check details such as form names, pipeline stages, and tag names for accuracy
13. Publish the workflow.

14. Ensure the campaign and trigger are set to draft mode to prevent duplicate actions.

    
    

Longer Video Overview of How to Convert a Campaign into a Workflow ( Included Example of a Campaign Trigger )