- What is the purpose of this workflow?
- What actions/properties are triggering this workflow?
- How many emails should this include?
- Should we build these emails? If yes, which template should we use or what is the structure?
- What are the timers between emails?
- What specific actions should this workflow trigger?
- Should this workflow populate a contact list?
- Do you need us to add any metrics from this workflow to a dashboard?
- Who should receive the notifications?
- Do you want us to add this workflow into a specific campaign or do you want to create a new one?
- Do you have a map with all the flow? If yes, please share this with us.
We suggest using https://www.lucidchart.com/
Modified on: Sun, 31 Jan, 2021 at 8:20 AM
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