Changing a Workflow

After creating a campaign it is possible to change the campaign’s workflow. This feature is known as the Update Workflow functionality. It updates the selected campaign with the workflow of your choice and removes the workflow originally assigned to the campaign. It is recommended to use this feature after accidentally creating a campaign with the wrong workflow. It allows users to quickly change the workflow without creating an entirely new campaign.

VERY IMPORTANT: The Update Workflow functionality removes all edits to the previous workflow attached to a campaign. This means all progress status changes, date changes, user assignments etc. are lost when the workflow is updated. Only update a workflow in a campaign that you have not started working on yet.

To change a campaign’s workflow follow these steps:

1. Go to the campaigns section of Advvy
2. Click on the campaign you want to edit
3. Click on the Workflow Activities Tab
4. Click on the Workflow Option icon found on the right side of the workflow pane – a menu displays
5. Click on “Update Workflow”. A “look up records” panel will appear towards the right of your screen.
6. Click the workflow you want to add to the campaign, if the workflow is not visible, search for it and click on it when it appears. – Be sure the correct workflow is selected
7. Click Add. You will need to wait up to two minutes for the new workflow to be applied to the campaign.
8. Refresh the page after two minutes.

Remember: Performing these actions will remove all previous edits to a campaign’s workflow. It is important not to use the Update Workflow functionality if you have already started working on a campaign. This functionality is most useful after creating a campaign with the wrong workflow.

If you have any questions about this process, please contact your customer success manager.