Workflow Enrollments

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Enrolling Leads in Workflows Plus

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Automatic Enrollment

Leads are automatically enrolled in workflows based on the trigger type:

• Quote Requested: Leads enroll when they submit your lead intake form
• Quote Sent: Enroll leads when sending quotes (toggle in send quote modal, then select a workflow)
• Quote Booked: Leads enroll automatically when a quote is booked
• First Event Start / Last Event End: Bookings enroll automatically when created

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During Quote Sending

1. Navigate to the Send Quote modal when preparing to send a quote
2. At the top of the modal, locate the “Enroll in workflow” toggle
3. Enable the toggle to enroll the lead in a follow-up workflow
4. Select which workflow to use from the dropdown — your default workflow is pre-selected
5. Send the quote as normal

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Bulk Enrolling Bookings

For workflows with First Event Start or Last Event End triggers, you can enroll multiple existing bookings at once. This saves time when you create a new workflow and want to include existing upcoming bookings. To bulk enroll bookings:

1. Navigate to Workflows from your main navigation
2. Click on a published workflow with event-based triggers
3. Select the Enrollments tab
4. Click the Enroll Upcoming Bookings button in the top right
5. Review the list of eligible bookings
6. Select the bookings you want to enroll
7. Click Enroll Selected

Eligible bookings:

• Have at least one future event (event hasn’t occurred yet)
• Are not already enrolled in this workflow
• Match the workflow’s trigger type (First Event Start or Last Event End)

What you’ll see:

• Booking name
• Event name
• Event date and time (in the location’s timezone)
• Checkbox to select for enrollment

When to use bulk enrollment:

• You created a new workflow and want to include existing upcoming bookings

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Tracking Enrollments

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Workflow-Level View

View all active enrollments for a specific workflow from the Enrollments tab in the workflow details page. This gives you a complete overview of every lead currently enrolled in that workflow. From the Enrollments tab, you can:

• View all active enrollments: See every lead currently enrolled in the workflow with their name and email
• Track progress: See how many steps each lead has completed out of the total steps (e.g., “3/7”)
• Monitor enrollment timing: See when each lead was enrolled (e.g., “2 days ago”)
• Quick navigation: Click any enrollment row to jump directly to that lead’s Workflows tab

To access workflow enrollments:

1. Navigate to Workflows from your main navigation
2. Click on any workflow to view its details
3. Select the Enrollments tab
4. View the table showing all active enrollments with progress bars

This view is especially useful for Quote Requested workflows where enrollments happen automatically, giving you visibility into how many leads are receiving your automated sequences and how far they’ve progressed through the steps.

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Quote-Level View

From the quote details page, you can:

• See a banner showing how many workflows the quote is enrolled in
• View all scheduled emails for active workflows
• Preview the content of upcoming scheduled messages
• Click Stop all to stop all workflows for the quote with a single click

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Lead-Level View

The Lead Details View includes a dedicated Workflows tab that shows:

• Active Workflows: Currently running sequences
• Completed Workflows: Successfully finished sequences
• Canceled Workflows: Manually stopped sequences

From this view, you can:

• Stop individual or multiple workflows
• Preview scheduled email content
• Access workflow templates for editing
• Track the progress of each enrollment

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Lead Quote List

Within the quotes tab in the lead details view, you can easily identify quotes enrolled in a workflow with orange workflow enrollment icon and counter

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Managing Active Workflows

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Stopping Workflows

You may want to stop an active workflow because the lead has replied and is engaging with your team or because they’ve said they no longer need your services. You can stop workflows in several ways:

1. From Quote View:
   • Click “Stop all” in the workflow banner to stop all active workflows

2. From Lead Workflows Tab:
   • Select individual workflows to stop
   • You can easily click Stop Workflow on all active workflow for this lead

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Resuming Stopped Workflows

If you’ve stopped a workflow but want to restart the automated follow-up sequence, you can easily resume it:

1. Navigate to the Lead Workflows Tab in the lead details view
2. Locate the stopped workflow in the “Canceled Workflows” section
3. Click the Resume Workflow button (only visible if there are future scheduled steps)
4. The workflow will reactivate and continue sending scheduled emails

When to Resume Workflows:

• The lead initially showed no interest but has now re-engaged
• You accidentally stopped a workflow too early
• The lead requested more time to consider and now wants to continue receiving information
• A communication misunderstanding has been resolved

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Automatically Stopping Workflows

When a lead books a quote, all active workflows for that lead will be stopped automatically This includes workflows across multiple quotes that may be active This automatic stopping ensures you maintain a professional relationship with your leads and don’t continue sending sales-focused follow-ups after they’ve already decided to work with you.

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Best Practices

• Regularly review active workflows to ensure relevance
• Stop workflows if direct engagement begins with the lead
• Monitor email analytics to optimize workflow effectiveness