How to Set a Campaign to be Part of a Workflow in EMM

Any campaign that has been created can be used as part of a workflow. However, a setting has to be enabled from the Edit Email Details otherwise it won't be selectable in the workflow.

How to Enable Campaign to be Accessed in Workflow

1. Click Email Campaigns from the left navigation. 
2. Click on the campaign name to be taken to the Email Summary page.
3. Select Edit Details button - This goes to Step 4 Edit Email Details of the campaign. 
4. Scroll down page past the Reply Settings section and select the checkbox next to "This email campaign will be part of a workflow". 
5. Click Save Draft on the top right corner of this screen to save changes.

Repeat the process for any other campaigns that should be part of a workflow.

How to Select Campaign(s) Within Workflow

Now that the campaign is enabled to be used in a workflow. It can be added to a workflow.

1. Select Workflows from the left navigation.
2. Click on workflow name to be taken to the Workflow Summary page.
3. Select Edit button on the top of the page to edit workflow.
4. In the Workflow Editor, drag the Send Email icon from the toolkit to the canvas. 
5. Double click on the Send email icon(node) that is now on the canvas.
6. Select an Email Campaign dialog box will display
   • Select checkbox next to one workflow email campaign to send.
   • Only email campaigns enabled for workflow (“This email campaign will be part of a workflow”) from Edit Email Details will appear. 
7. Click the Select button on the bottom right corner of this window. 
   • If the workflow has more than one email to send out, click and drag another send email icon from the workflow toolkit and repeat the process.
8. Click Save Design to save workflow or Save Design & Exit to save and exit.