To create an automated workflow, navigate to the workflow page from the boostpoint menu and then click ‘new workflow’ button in the top right. Be sure to name your workflow, entering the name in the top left of the edit workflow screen. \
Every workflow will start with a trigger, selected from the drop down menu. Whenever an applicant meets the trigger, the workflow will be run. You can add filters to specify which applicants will be handled by the workflow, processing only applicants from a given campaign, with certain statuses, or specific contact tags. If no filter is chosen, any applicant that initiates the workflow will be processed.
A workflow will not do anything without you defining its actions. You can create a chain of messages to send and time delays in between them that the workflow will run automatically on your behalf. You can even set variables in your messages so that the workflow can message the applicant by their first name! When editing a message, use the {...} button in the top right to access variables.
To finish your workflow, you must define the completion criteria and press the Activate button. Once active, all applicants who meet the workflow’s trigger and are within its filter will be messaged by your workflow.