How to Import Campaigns into Workflows

July 30, 2024•1 min read

If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with several triggers, paths, and more, giving you more automation control over your business. Follow these steps to learn how:

Step 1: Create the Workflow and Import the Campaign

Navigate to Workflows and click “+ Create Workflow”

Select “Import from a Campaign” and the dropdown list, and pick which Campaign you want to import.

Click “Import” to import that campaign.

Step 2: Making Customizations

The Workflow will be created from the imported Campaign automatically. You’ll see a message in the Workflow builder that will provide you with additional instructions and confirm that the import was successful.

Click close to accept the message and confirm the import.
Make any modifications or customizations.
Save the Workflow.
Publish the Workflow.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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