In addition to being able to create a new Workflow, SharpSpring enables you to modify an existing Workflow.
The following video will show you how to modify an existing workflow in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide to Modifying an Existing Workflow
Step 1: Click on “Automation” in the top navigation bar.
Step 2: Select "Workflows" in the drop down menu.
Step 3: Find the Workflow you want to modify and click on the gray settings button (looks like a gear) located to the far right of the Workflow name.
Step 4: Click on "Edit" in the drop down menu
Step 4: Add, delete and edit rules as you's you like!
Precautions for Modifying an Active Workflow
When making changes to an active Workflow it is important to keep in mind the following:
- Actions removed from an existing Workflow WILL NOT prevent these actions from occurring for contacts that were already a member of the Workflow.
EX. An active email drip Workflow that sends 3 separate emails, but was then edited to remove the 3rd, will still send the 3rd email to members of the Workflow prior to the edit
- Actions added to an existing Workflow WILL NOT be applied to contacts that were already a member of the Workflow.
EX. An active email drip Workflow that sends 3 separate emails, and is edited to include a 4th, will still only send 3 emails to members of the Workflow prior to the edit
- Deactivating a Workflow WILL NOT prevent the scheduled actions from occurring for contacts that were already a member of the Workflow.
- To prevent actions from a scheduled Workflow from occurring, the contact MUST BE REMOVED from the Workflow (see below)
You should now have a better understanding of how to modify an existing Workflow using SharpSpring. As always, if you have any questions or concerns you can send an email to firstname.lastname@example.org.