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Managing Marketier Workflows

This section contains step-by-step instructions on how to manage workflows for your Marketier email campaigns. The workflows for Marketier work just like they do for iAPPS Content Manager, if you are already familiar with that process.

In managing workflows, you perform the following tasks:

• Create a new workflow
• View a workflow
• Edit a workflow
• Rename a workflow
• Delete a workflow

To begin, select Administration > Workflows.

The Workflows screen appears:

Workflows displays the following information:

Creating a New Workflow

You can create a new workflow from:

• Scratch

• Using an existing workflow as a base.

To create a new workflow:

1. In Workflows (Administration > Workflows), right-click the name of any existing workflow or in an empty space in the in the list at the top and select Create New Workflow.or simply start entering information in the Create New Workflow Area.
2. Give the Workflow a Name.
3. Select a Radio button to either:
   • Build from Scratch
   • Use an existing workflow as a base. (Select which one from the drop-down list).
4. Next you will build the workflow sequence
   1. in the All Users/Groups Area, pick the Author tab.
   2. To add a user to the sequence, click on a user/group name in the list and click rag or click the right-facing arrow to add the user to the workflow sequence.
   3. Repeat for the Approver and Publisher steps by clicking on those tabs and adding additional users.
   4. If you make a mistake or change your mind about a user, you can highlight their name in the Sequence area and click the left-facing arrow to remove them.
   5. Re-order user sequence, if necessary. Click on a user\group name in the workflow sequence and, if necessary, to move a user/group up or down in the workflow sequence, highlight the user/group name and then click the up and down arrows.
5. Optionally, to specify that the workflow is not held up by one user, you can click the “Skip user after” check box and enter the number of days in the “days” field.
6. When you are finished with the workflow, click Save Changes.

Editing or Renaming a Workflow

To edit a workflow,:

1. Select the workflow from the Existing Workflows area of the Workflows screen.

3. Edit the workflow sequence as described above in Creating a Workflow.
4. To save workflow with:

the Same Name	a New Name
Click Save Changes..	- Enter a new name for this workflow in Name this workflow, then click Save Changes..

Alternatively to rename a workflow, you can.

1. Select the workflow from the Existing Workflows area of the Workflows screen.

2. The workflow name becomes editable:

3. Edit a new workflow name and click the plus icon in the Actions column to save changes.
   

Deleting a Workflow

To delete a workflow:

Make sure that all permissions for a workflow are transferred before deleting it.

1. In the Workflows screen, right-click on a workflow and select Delete Workflow.
2. Click OK in the resulting confirmation dialog box.
3. The deleted workflow no longer appears in the list.