How to Transfer Workflows Between Sub-Accounts
Welcome to this handy guide on how to easily move your workflows from one sub-account to another in your CRM! If you're looking to grow your business or just want to make sure all your teams are working in sync, you're in the right place. This guide is perfect for marketers, healthcare pros, and anyone else who uses the CRM to keep things running smoothly. You'll learn all about what workflows are and why they're so important, plus get a simple, step-by-step process for copying them over to a new sub-account. We'll also talk about how to tweak these workflows once they're in their new home, making sure they fit just right. And don't worry if you run into trouble; we've got troubleshooting tips and answers to frequently asked questions too. So, are you ready to make your workflows work harder for you? Let's dive in and find out how to make your business operations more efficient and consistent across the board!
How to Efficiently Transfer Workflows Between Sub-Accounts in the CRM
Introduction
This guide is designed for users of the CRM who wish to streamline their operations by copying workflows from one sub-account to another. This process is particularly useful for businesses expanding their product lines or services and wanting to replicate successful workflows without starting from scratch. The intended audience includes marketers, healthcare professionals, and anyone utilizing the CRM for complex workflow management. By following the steps outlined in this guide, users can save time and ensure consistency across their sub-accounts.
Understanding Workflows in the CRM
Before diving into the process of copying workflows, it's essential to grasp what a workflow entails within the CRM. A workflow is a series of automated actions triggered by specific conditions, designed to enhance customer engagement and streamline business processes. Workflows can be extensive and time-consuming to create, making the ability to copy them between sub-accounts invaluable.
Step-by-Step Guide to Copying Workflows
- Locate the Workflow: Navigate to the workflows section in your main sub-account and find the workflow you wish to copy.
- Copy to Sub-Account: Click on the three dots next to the desired workflow to reveal a menu, then select the "Copy to Sub-Account" option.
- Select Destination: Choose the sub-account you want to transfer the workflow to from the list provided.
- Submit: After selecting the destination sub-account, submit your choice. The workflow will be copied over in a few seconds.
Customization and Adaptation
Once the workflow has been copied to the new sub-account, it will appear in draft form. Users can then open the workflow and make any necessary customizations to tailor it to the new context or product line. This flexibility allows for rapid deployment of tested strategies across different segments of your business.
Key Considerations
When copying a workflow, it's crucial to understand which elements will be transferred and which won't. Here are the seven elements that are moved over:
- Triggers
- Actions
- Conditions
- Delays
- Notifications
- Tags
- Custom Fields
If these elements do not exist in the destination sub-account, they will be automatically created. However, any elements outside of these seven will not be copied, and you may need to recreate them manually.
Troubleshooting and FAQs
Q: What if an element of my workflow doesn't copy over?
- A: Check if the element falls outside the seven supported types. If so, you'll need to manually recreate it in the destination sub-account.
Q: Can I copy a workflow to multiple sub-accounts at once?
- A: Currently, workflows must be copied to each sub-account individually. This ensures you can customize each one as needed.
Summary
Hey there! Thanks for sticking with us through this guide. We just learned how to move our workflows from one sub-account to another in the CRM, which is super handy if we're growing our business or starting new projects. Workflows are like a set of automatic steps that help us keep in touch with customers and make our jobs easier. We went through how to find the workflow we want to copy, how to actually copy it over to another sub-account, and then how to tweak it so it's just right for its new home. We also talked about the bits and pieces of the workflow that'll move over automatically, and what we might need to add ourselves. If you run into any bumps or have questions, just shout out. Thanks for learning with us, and good luck with your workflows!