How to Create and Configure Automated Workflows

Learn how to streamline your communication by setting up automated workflows in Market Muscles. This guide walks you through selecting templates, adding messaging steps, and managing your enrolled contacts to ensure efficient lead nurturing.

Olivia de Mik
10 steps
4 minutes

Marketmuscles

**Navigate to your Market Muscles CRM Dashboard** [**https://app.marketmuscles.com/**](https://app.marketmuscles.com/)

## **Navigate to Workflows** Click the **Communication** tab in the left-hand navigation menu.\ Click **Workflows**. On this dashboard, you will see: - All existing workflows - Workflow status (Active or Draft) - Number of triggers - Number of enrolled contacts

## **Use the Workflow Library** Click the **Actions > Template Library** button to access pre-built workflow templates. You can: - Browse available templates - Search for specific workflows - Click **Use Template** to load it into your account Once selected, the template will open in edit mode so you can customize it.

## **Understand Triggers & Goals** Inside a workflow, you’ll see: - **Triggers** (left side) - **Goals** ### **Triggers** Triggers determine **how contacts enter the workflow**. Click **Add Trigger** to choose from options such as: - Tag Added - Status Changed - Class Attended - And many other system events You can add **multiple triggers** to a single workflow. **Goals** Goals determine **how contacts automatically exit the workflow**. For example: - If a specific tag is added → Remove from workflow - If a class is attended → Remove from workflow You can add multiple goals just like triggers.

## **Add Workflow Steps** In the center of the workflow builder, you can add actions such as: - **Send SMS** - **Send Email** - **Wait (Time Delay)** - **If/Then Logic** - **Create Task** - **Internal Notification** - **Webhook (External API Call)** Click **Add Step** to select from these options. You can: - Drag and drop steps - Rearrange them - Insert delays between steps

## **Use Merge Tags** When creating SMS or Email steps, you can use **Merge Tags**. Merge tags dynamically insert contact information such as: - First Name - Last Name - Membership Details This ensures messages are personalized automatically.

## **Add Time Delays** Most workflows require spacing between actions. To add a delay: - Click **Add Step** - Select **Wait** - Set the desired time (minutes, hours, days, etc.) Contacts will move step-by-step from the **Start**, progressing downward through each action.

## **Manage Enrollment** Click the **Enrollment** tab inside a workflow to: - View enrolled contacts - See who is Active - See who Completed - See who reached a Goal You can also manually enroll contacts from this section.

## **View Workflow Analytics** Within each workflow, you can see: - Total Enrolled - Active Contacts - Completed Contacts - Goal Reached This helps you measure performance and effectiveness.

## **Save, Activate, or Pause a Workflow** Once your workflow is ready: - Click **Save** - Click **Activate** to turn it on If the workflow is already active, you can: - Pause it - Review analytics - Edit and re-save as needed

How to Create and Configure Automated Workflows

Olivia de Mik
10 steps
4 minutes

Marketmuscles

**Navigate to your Market Muscles CRM Dashboard** [**https://app.marketmuscles.com/**](https://app.marketmuscles.com/)

## **View Workflow Analytics** Within each workflow, you can see: - Total Enrolled - Active Contacts - Completed Contacts - Goal Reached This helps you measure performance and effectiveness.