How to Set Custom Criteria for a Workflow

How to Set Custom Criteria for a Workflow Setting custom criteria allows you to define further conditions for triggering the workflow automation. 1. Access Custom Criteria: While creating the workflow, in the When this happens section, click on + Set …

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How to Create an Automated Reward Link Workflow

Creating a Workflow for “Reward Link” Automation To set up an automated reward link workflow for sending Reward Links, Follow the same steps as the gift workflow, with a few small changes for the reward link. See the steps below.: …

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How to Create an Automated Swag Workflow

Creating an Automated Swag Workflow for “Swag” Automation To set up an automated swag workflow specifically for sending Swag, follow the steps below, similar to the previous setup but with a few changes: 1. Enter a Workflow Name: In the …

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