Saving & Changing Details of your Workflow
A number of details are required in order to give your Workflow a name, save it and test it.
Saving your Workflow
- Click on the 'Save' icon on the menu to enter the save screen
Complete the required details
- Give your Workflow a name
- Set any description of the Workflow
- Enter at least one test email address. This will usually be your own but you can enter multiple addresses to send tests to by entering a different address on each row.
- Select a folder to store your Workflow in.
- Click on 'Save'
Editing the Workflow Details
You can change the Workflow details by clicking the edit button, highlighted above.