What should I name my Workflow?

After clicking the button to "Create a Workflow," one of the first steps to consider is the name the workflow. When trying to come up with a name for your workflow, it is a good idea to use a name that distinguishes it from any other workflows you've created or plan to create. The name is only for you to differentiate between your campaigns, your subscribers will not see this.

If you're struggling to come up with a name, think about what the workflow is being created for. Is this for prospects, existing customers, blog subscribers, conference attendees? Try to start with a name that you'll easily remember, one which pertains to the type of subscribers in that campaign.

How can I change my workflow name?

1. You can change the name of your workflow at any point. To do so, click on the name of the workflow or hover over the right panel and click the "Edit" icon.
   
   
   
   
2. Then, from the upper left hand corner of the editor, click the pencil symbol to change your workflow name.
   
   
   
   
3. Enter your workflow name in the box provided. Then, click the "Done" button to save your changes.