STEP 1
Before you can set up your Workflow you will need to create a List first:
- Click on “Create List” or “Create a new record”
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/1-3-1024x417.png)
STEP 2
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/2-2.png)
- Give the List a Name
- Make sure to “Double Optin” especially for lead generation
- Give a description of the list
- If you want to send sms or contact subscriber, make sure to enable
- Click on “Save”
STEP 3
- Make sure to choose your verified email address from the drop-down box
- Create the List Subject Line
- Add a reply to email address. It can be any email address
- Click on “Update”
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/3-2-1024x238.png)
STEP 4
- On the left hand side. Go to “Workflow”
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/2-1024x297.png)
STEP 5
- Click on “Create Workflow”
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/3-1024x330.png)
STEP 6
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/4.png)
How is the lead going to join the workflow?
- Choose “On subscribed at”
STEP 7
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/6-3-1024x287.png)
- Choose the existing list or
- You can create a list here
STEP 8
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/7.png)
- Now that the list is added to the Workflow, click on the plus to initiate what needs to happen after the subscriber was added.
STEP 9
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/9-3.png)
- Click on “Add Tag” (green block)
STEP 10
- From the drop down arrow, choose the tag you want to add or
- You can create a new tag by adding it here and enter
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/10-2-1024x345.png)
STEP 11
- Create a name for your Workflow
- These buttons can be moved around on the Workflow for ease of use
- You can add more actions by clicking on the plus, but we are stopping the flow here
- Click on “Save”
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/11-2-1024x291.png)
STEP 12
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/12-2-1024x158.png)
STEP 13
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/15-2.png)
To verify tag on the subscriber. Go to the drop-down next to the list and choose “Subscribers”
STEP 14
Click on either Update or Overview
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/16-2-1024x166.png)
STEP 15
![](https://knowledgebase.builderall.com/wp-content/uploads/2022/05/18-2.png)
- You will see the Tag’s allocated here