Optional Stages are stages that do not automatically appear in a campaign. They are marked as optional at the workflow level. Marking a stage as optional is a great way to ensure a workflow doesn’t appear overcrowded because the stage will remain hidden until a user reveals it.
When creating a workflow be sure to keep the optional stage functionality in mind. It’s a great way to include tasks in a workflow that are used often, but not all the time.
When managing a campaign if you want to reveal an optional stage, follow these steps:
- Go to the campaign section.
- Locate the campaign you want to manage and click on it.
- Go to the Workflow Activities section.
- Click on the Pencil Icon in the same row as the campaign name.
- A new box will appear, look on the right side for the Optional Stages box. In this box, all of the optional stages will be listed.
- To add an optional stage to the workflow, check the box next to the name of the optional stage you want to add and click “add to workflow”
- Exit out of the box and the new stage will appear in the workflow.
(Please, give the optional stage a few minutes to load into the workflow.)
If you want to check if there are optional stages in a workflow, follow these steps:
- Go to Agency Settings.
- Click on the workflow you want to look at.
- In the Workflow Stages box, you can scroll to the right to view the column Include in Initial Creation.
- Stages marked as Mandatory will appear when you add a workflow to a campaign.
- Stages marked as Optional are optional stages that will only be shown if a user reveals them.