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.
  
  
• Select the Workflows option from the drop-down menu.
  
  
• You will now be on the Workflows page. Now, click the Create button.
  
  
• Here, enter the workflow's title and description.
  
  
• If you want your learner to receive marketing emails again and again, click the Allow Learners To Resubscribe option.
• Then, click the Create button.
  
  
• 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.
  
  
• Now you can view the workflow chart based on your use case.
• Click the Subscribe trigger box to set up the event.
  
  
• Once you click it, here enter the title of the event.
  
  
• Then select the event from the drop-down menu. Now, I'm selecting the On learner form submitted option.
  
  
• Then, select your forms.
  
  
• Then click the Save Event button.
  
  
• Now select the Action box.
  
  
• 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.
  
  
• Once I've selected it, click this field and select the free resourse from the drop-down.
  
  
• Then select the attachment.
  
  
• Then select a channel. I've selected the Email option.
  
  
• If you chose Email, click Compose Message.
  
  
• You will now enter a new window. Here, choose an email message template.
  
  
• Once you have selected the template, simply click the Use This Template option.
  
  
• Here, you can edit the message's subject line and content.
  
  
• Once you have made the necessary changes, click the Save Mail button. This marketing email is now ready to send.
  
  
• Now return to your school and select the Save Action option.
  
  
• 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. 
  
  
• Then click the Publish button to activate this workflow.
  
  
• By following these steps, you can create and send your marketing mail automatically to your learners.