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titleView and Edit Workflows

View a Workflow

To view your college’s existing workflows or create new ones, navigate to Automations > Workflows in HubSpot.

Only some individuals have access to edit or create workflows to protect against the number of messages that students receive and preserve our District's email deliverability rating. If you do not have access to workflows, you will need to work with your local college marketing office to create them.

  • Once you can access workflows, you can:

    • View the existing workflows for your college.

    • Click on any workflow to see the groups set to receive messages, the messaging order and timing, and any branching logic.

Edit a Workflow

  • ???You can edit existing actions like sending emails, updating contact properties, or adding time delays between steps.

  • Click any action to edit its trigger and use the left-hand menu to select what happens.

Note

Important—Be cautious when making any changes to existing workflows, as it can affect ongoing automated messaging.

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