Creating a marketing activity is detailed in the Creating marketing activities section.
Once you have started creating a workflow type marketing activity, select the template you want to use.
Each marketing activity offers several types by default. These allow you to preconfigure certain parameters according to your needs. For more information, refer to the Managing templates section.
You can enter a name in the Label field and modify the ID. The activity name and its ID appear in the interface, but these are not visible by the message recipients.
You can create your workflow within a parent campaign from the list of marketing activities. You can link this workflow to a campaign by selecting one that has already been created.
Creating a workflow video
If the palette is not shown, click the first button of the toolbar to display it.
By default, activities are not set and won't process the data correctly if they are not configured. Each activity contains several tabs to manage specific configurations and activity generic options such as outbound transitions, labels, etc.