Workflows explained

Workflows do the sending in Leadey. Each one has a trigger that starts leads, and a chain of steps they move through.

1. 1
   Create one

   Go to Workflows and click New workflow.
2. 2
   Choose who it applies to

   Under Who this applies to, pick the whole workspace or chosen campaigns, optionally narrowed by Smart Views.
3. 3
   Set a trigger

   Choose what starts leads, for example Lead enters a campaign. With no trigger, leads only enter when you start them yourself.
4. 4
   Add steps

   Build the sequence from blocks, then click Save changes.
5. 5
   Switch it on

   New workflows start as Draft. Set it to Active to arm the trigger. Pause it any time.

Stopping when people respond

By default a lead leaves the workflow when they reply (email, SMS or LinkedIn) or book a meeting. Turn on Allow leads to re-enter this workflow if you want people to go through it more than once.