How to Manually Add a Single Contact to Your Workflow

Adding a Contact to a Workflow Manually

1. Access Contacts

   • Navigate to the "Contacts" section on the left side menu.

     Select Contact

   • Locate the desired contact by either scrolling through the list or typing their name into the search bar.
   • Click on the contact's name to open their contact record.
   • Navigate to Automation Section

   • Scroll down on the left side to find the "Automation" section within the contact record.

     Add to Workflow

   • Click on the “+ Add” button in the Automation section.

• Select Workflow

• Enter the name of the workflow you wish to add the contact to, or select it from the dropdown menu.

  Set Event Start Date ( If Applicable - This is for appointment workflows only. )

• If the workflow is an appointment workflow, choose the appropriate start date and time for the appointment.

• Note: The event start date is not applicable for other types of workflows.

  Confirm Addition

• Click the “Add” button to finalize adding the contact to the workflow.

• A notification will confirm that the contact has been added, and they will receive the corresponding email from the workflow.

  Verify Active Workflows

• Check the left side menu to see that the workflow is listed under the active workflows for the contact.