How to Manually Add a Single Contact to Your Workflow

Adding a Contact to a Workflow Manually

1. Access Contacts
   • Navigate to the "Contacts" section on the left side menu.

Select Contact

• Locate the desired contact by either scrolling through the list or typing their name into the search bar.
• Click on the contact's name to open their contact record.
• Click Trigger Automation
• Select Workflow
• Enter the name of the workflow you wish to add the contact to, or select it from the dropdown menu.

Set Event Start Date (If Applicable - This is for appointment workflows only.)

The date selected here will be the date of the appointment that the workflow using to move the contact through the workflow's wait steps.

• If the workflow is an appointment workflow, choose the appropriate start date and time for the appointment.
• Note: The event start date is not applicable for other types of workflows.

Confirm Addition

• Click the “Add To Automation” button to finalize adding the contact to the workflow.
• A notification will confirm that the contact has been added, and they will receive the corresponding email from the workflow.

Verify Active Workflows

• Check the left side menu to see that the workflow is listed under the active workflows for the contact.

Please Note: once a contact is added to a workflow, they will immediately receive any automated communications associated with that workflow.