Workflows

How to setup a workflow for the completed profile trigger

  • Go to the Workflow section of the business portal.

  • When creating a workflow, please choose the Completed Profile. 
  • After choosing Completed Profile, select the operator and select profile (first/last name, email, phone number) 

           

  • Select the start and expiry date while also choosing the target audience 

           

 

  • Choose an action or block to define what happens next in your flow after the trigger.
  • After finalizing your workflow, click on save workflow.