Use workflow templates
Start a repeatable marketing pipeline from a template and monitor its result.
How to use it
Browse templates
Choose New Workflow or Browse templates.
Read what the template does
Review required inputs, connected services and actions before enabling it.
Configure the workflow
Fill in the requested values and schedule or trigger where offered.
Enable deliberately
Switch it on only after checking destinations and approval requirements. Inspect run results rather than assuming activation means success.
What to know
Current builder
The current page starts from templates and says the visual builder is coming. Do not expect an unrestricted drag-and-drop builder.
Dependencies
A workflow still depends on connected accounts, available allowances and action permissions. Automation does not remove those requirements.
If something does not work
For a failed run, identify the first failed step and its provider or validation message before retrying the whole workflow.