--- title: Overview of the workflow description: The Learnyst platform's Workflows feature allows you to effectively automate your marketing processes. --- [Skip to content](https://support.learnyst.com/create-a-workflow#main-content) ![Learnyst Logo-25-1.png\]](https://support.learnyst.com/hs-fs/hubfs/Learnyst%20Logo-25-1.png?height=40&name=Learnyst%20Logo-25-1.png) - [Blogs](https://blog.learnyst.com/) - [Product Demo](https://www.learnyst.com/product-demo) - [Help Center](https://support.learnyst.com/?__hstc=63047858.c6632626f509e3bce8daa43b7e98f888.1712298652738.1721125968223.1721135407952.38&__hssc=63047858.1.1721135407952&__hsfp=1459259341&_gl=1*1hsz3xc*_gcl_aw*R0NMLjE3MzA4OTkxMzAuQ2p3S0NBaUF4S3k1QmhCYkVpd0FZaVctLTFMeml2UU9iS3JlNDdQaXE4Y2RDRTRPbE9iZnFVYS1sYkViTm5lcW52eHljMnNXOTRoMlRCb0N3QVVRQXZEX0J3RQ..*_gcl_au*MTM5MDI5MDc5LjE3MjU5Mzg3NTIuNjU1NTcwMzYxLjE3MzMyMzMxODAuMTczMzIzMzE3OQ..) - [Success Stories](https://www.learnyst.com/customers/success-stories) Open main navigation Close main navigation - [Blogs](https://blog.learnyst.com/) - [Product Demo](https://www.learnyst.com/product-demo) - [Help Center](https://support.learnyst.com/?__hstc=63047858.c6632626f509e3bce8daa43b7e98f888.1712298652738.1721125968223.1721135407952.38&__hssc=63047858.1.1721135407952&__hsfp=1459259341&_gl=1*1hsz3xc*_gcl_aw*R0NMLjE3MzA4OTkxMzAuQ2p3S0NBaUF4S3k1QmhCYkVpd0FZaVctLTFMeml2UU9iS3JlNDdQaXE4Y2RDRTRPbE9iZnFVYS1sYkViTm5lcW52eHljMnNXOTRoMlRCb0N3QVVRQXZEX0J3RQ..*_gcl_au*MTM5MDI5MDc5LjE3MjU5Mzg3NTIuNjU1NTcwMzYxLjE3MzMyMzMxODAuMTczMzIzMzE3OQ..) - [Success Stories](https://www.learnyst.com/customers/success-stories) Hello, how can we help you today? - There are no suggestions because the search field is empty. 1. [Support Center](https://support.learnyst.com/?hsLang=en) 2. [Marketing](https://support.learnyst.com/marketing?hsLang=en) 3. [Workflows](https://support.learnyst.com/marketing?hsLang=en#workflows) # Overview of the workflow ## The Learnyst platform's Workflows feature allows you to effectively automate your marketing processes. - **Log in as an admin** to set up your marketing workflow. - Then select the **Marketing** module from the left-side menu. ![WF create (1)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(1).png?width=688&height=331&name=WF%20create%20(1).png) - Select the **Workflows** option from the drop-down menu. ![WF create](https://support.learnyst.com/hs-fs/hubfs/WF%20create.png?width=688&height=331&name=WF%20create.png) - You will now be on the Workflows page. Now, click the **Create** button. ![WF create (2)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(2).png?width=688&height=331&name=WF%20create%20(2).png) - Here, enter the **workflow's title and description**. ![WF create (3)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(3).png?width=688&height=331&name=WF%20create%20(3).png) - If you want your learner to receive marketing emails again and again, **click the Allow Learners To Resubscribe** option. - Then, click the **Create** button. ![WF create (4)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(4).png?width=688&height=331&name=WF%20create%20(4).png) - Once you click the create button, you will be taken to the use cases page. - A use case list appears here. Now, **choose any use case** and click the **Add use case** option. - Now I'll choose the **Attract Prospective Learners by Sending eBooks use case**. ![WF create (5)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(5).png?width=688&height=331&name=WF%20create%20(5).png) - Now you can view the workflow chart based on your use case. - Click the **Subscribe trigger** box to set up the event. ![WF create (6)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(6).png?width=688&height=331&name=WF%20create%20(6).png) - Once you click it, here **enter the title of the event**. ![WF create (7)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(7).png?width=688&height=331&name=WF%20create%20(7).png) - Then **select the event** from the drop-down menu. Now, I'm selecting the **On learner form submitted option**. ![WF create (8)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(8).png?width=688&height=331&name=WF%20create%20(8).png) - Then, **select your forms.** ![WF create (9)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(9).png?width=688&height=331&name=WF%20create%20(9).png) - Then click the **Save Event** button. ![WF create (10)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(10).png?width=688&height=331&name=WF%20create%20(10).png) - Now select the **Action** box. ![WF create (11)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(11).png?width=688&height=331&name=WF%20create%20(11).png) - Enter the **action's title,** and then **select the action** from the drop-down menu. Now I'm selecting the **Send a free resource** option. ![WF create (13)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(13).png?width=688&height=331&name=WF%20create%20(13).png) - Once I've selected it, click this field and **select the free resourse** from the drop-down. ![WF create (12)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(12).png?width=688&height=331&name=WF%20create%20(12).png) - Then **select the attachment**. ![WF create (14)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(14).png?width=688&height=331&name=WF%20create%20(14).png) - Then select a **channel**. I've selected the **Email** option. ![WF create (15)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(15).png?width=688&height=331&name=WF%20create%20(15).png) - If you chose Email, click **Compose** **Message**. ![WF create (16)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(16).png?width=688&height=331&name=WF%20create%20(16).png) - You will now enter a new window. Here, choose an email **message template**. ![WF create (17)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(17).png?width=688&height=331&name=WF%20create%20(17).png) - Once you have selected the template, simply click the **Use This Template** option. ![WF create (18)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(18).png?width=688&height=331&name=WF%20create%20(18).png) - Here, you can edit the **message's subject line and content**. ![WF create (19)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(19).png?width=688&height=331&name=WF%20create%20(19).png) - Once you have made the necessary changes, click the **Save Mail** button. This marketing email is now ready to send. ![WF create (20)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(20).png?width=688&height=331&name=WF%20create%20(20).png) - Now return to your school and select the **Save** **Action** option. ![WF create (21)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(21).png?width=688&height=331&name=WF%20create%20(21).png) - Your marketing event and activity are now ready. - For example, if your students submit a form from your school, this written email will be sent to them automatically. - Once you've configured it, click the **Save** button to save your changes.  ![WF create (22)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(22).png?width=688&height=331&name=WF%20create%20(22).png) - Then click the **Publish** button to activate this workflow. ![WF create (23)](https://support.learnyst.com/hs-fs/hubfs/WF%20create%20(23).png?width=688&height=331&name=WF%20create%20(23).png) - By following these steps, you can create and send your marketing mail automatically to your learners.   - 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