Application Funnel: 3. Automate Follow Ups

This guide provides step-by-step instructions on how to automate follow-ups of your Application Funnel using the workflow. It explains how to create folders, clone workflows, edit emails, and connect each workflow to a different action.

Salesable By Ascend
62 steps
5 minutes

Lclink

Salesable

Navigate to [app.salesable.co](//app.salesable.co)

On the right hand menu

Click [["Automation"]]

Step 3.1 - Create A Folder

At the top of **Workflow Dashboard**

Click [["Create Folder"]]

Rename the folder according to your funnel for ease of search.

Click [["Create"]]

Step 3.2 - Clone All Workflows

At top of **Workflow Dashboard**

In [[Search]] bar, type ***"Application Template"***

Fine [["01: General Application Funnel Workflow TEMPLATE" ]]in the content area

Click into the folder.

At [["01 - \[Application Funnel\] ...."]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Duplicate Workflow"]]

Click [["Create"]]

At [["02 - \[Application Funnel\]...."]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Duplicate Workflow"]]

Click [["Create"]]

At [["01 - \[Application Funnel\] ...]]**[[copy]]**[["]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Move to Folder"]]

Search for the newly created folder by typing it's name.

Click [["Move"]]

At [["02 - \[Application Funnel\] ...]]**[[copy]]**[["]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Move to Folder"]]

Search for the newly created folder by typing it's name.

Click [["Move"]]

Step 3.3 - Edit Emails For Each Workflow

Click [["Home"]]

Click [[Recent]] icon

Click [["01 - \[Application Funnel\]:...copy"]]

This is a workflow editor page.

Click on [["Optin Confirmation Email"]]

An editor menu will pop up on your right.

Fill in [[From Name]] field.

Fill in [[From Email]] field, the email you want your lead to to see it being sent from.

Began to replace all the texts that is in the [[\[square bracket\] ]]placeholder.

Began replace all the texts that is in the [[\[square bracket\] ]]placeholder.

Once you've replaced all the placeholders, click [["Save Action"]]

Repeat the process for all the emails in the workflow.

Step 3.4 - Connect Each Workflow To Different Action

Scroll up to the top of the workflow editor.

Click [["Trigger"]] action

This is an Opt-in workflow

Choose the Optin form to connect with the workflow.

Type form name to search for it.

Click "Save Trigger"

Click [["Save" ]]on workflow editor.

Click [["Back to Workflows"]]

Step 3.5 - Repeat All Steps For "02. Workflow"

Click [['\[02 - \[Application Funne\]:...copy"]]

Click [["Application Confirmation Email"]]

Fill in [[From Name]] field.

Fill in [[From Email]] field.

Began to replace all text in **\[square bracket\]** through the email.

Once complete, click [["Save Action"]]

Scroll to the top of the workflow editor.

Click [["Trigger"]]

This is an **Applied** workflow for those who've completed the **questionnaire form**.

Type and search for your **Questionnaire Form.**

Click [["Save Trigger"]]

Click [["Save" ]]on the workflow editor.

Application Funnel: 3. Automate Follow Ups

Salesable By Ascend
62 steps
5 minutes

Lclink

Salesable

Navigate to [app.salesable.co](//app.salesable.co)

On the right hand menu

Click [["Automation"]]

Step 3.1 - Create A Folder

At the top of **Workflow Dashboard**

Click [["Create Folder"]]

Rename the folder according to your funnel for ease of search.

Click [["Create"]]

Step 3.2 - Clone All Workflows

At top of **Workflow Dashboard**

In [[Search]] bar, type ***"Application Template"***

Fine [["01: General Application Funnel Workflow TEMPLATE" ]]in the content area

Click into the folder.

At [["01 - \[Application Funnel\] ...."]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Duplicate Workflow"]]

Click [["Create"]]

At [["02 - \[Application Funnel\]...."]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Duplicate Workflow"]]

Click [["Create"]]

At [["01 - \[Application Funnel\] ...]]**[[copy]]**[["]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Move to Folder"]]

Search for the newly created folder by typing it's name.

Click [["Move"]]

At [["02 - \[Application Funnel\] ...]]**[[copy]]**[["]]

Move cursor along the option, click the [[3 dot menu]] on the right

Click [["Move to Folder"]]

Search for the newly created folder by typing it's name.

Click [["Move"]]

Step 3.3 - Edit Emails For Each Workflow

Click [["Home"]]

Click [[Recent]] icon

Click [["01 - \[Application Funnel\]:...copy"]]

This is a workflow editor page.

Click on [["Optin Confirmation Email"]]

An editor menu will pop up on your right.

Fill in [[From Name]] field.

Fill in [[From Email]] field, the email you want your lead to to see it being sent from.

Began to replace all the texts that is in the [[\[square bracket\] ]]placeholder.

Began replace all the texts that is in the [[\[square bracket\] ]]placeholder.

Once you've replaced all the placeholders, click [["Save Action"]]

Repeat the process for all the emails in the workflow.

Step 3.4 - Connect Each Workflow To Different Action

Scroll up to the top of the workflow editor.

Click [["Trigger"]] action

This is an Opt-in workflow

Choose the Optin form to connect with the workflow.

Type form name to search for it.

Click "Save Trigger"

Click [["Save" ]]on workflow editor.

Click [["Back to Workflows"]]

Step 3.5 - Repeat All Steps For "02. Workflow"

Click [['\[02 - \[Application Funne\]:...copy"]]

Click [["Application Confirmation Email"]]

Fill in [[From Name]] field.

Fill in [[From Email]] field.

Began to replace all text in **\[square bracket\]** through the email.

Once complete, click [["Save Action"]]

Scroll to the top of the workflow editor.

Click [["Trigger"]]

This is an **Applied** workflow for those who've completed the **questionnaire form**.

Type and search for your **Questionnaire Form.**

Click [["Save Trigger"]]

Click [["Save" ]]on the workflow editor.