Marketplace
This article describes where to find the marketplace and how to use it to import ready-to-go workflows.
Things to know before starting
- Only the Default Contact List is pre-selected for any imported workflows.
- While certain tools are exclusive to Pro Plan and higher, all marketplace workflows are free to download for all registered accounts.
- The order of workflow blocks, templates, time periods, and other settings can be fully modified in an already imported workflow.
- There is no restriction on the number of blocks that can be used within a single automation workflow.
- Manual updates to the values of new variables introduced via the workflow are required via file imports, APIs, or existing integrations.
- Choosing the “WITH data” option ensures that all templates, variables, and segments used in the workflow are automatically added to the account during the second import step.
- Imported data can be fully edited to match business needs, including updating variable values, changing links, or replacing templates entirely.
Step-by-step instructions
Navigate to the "Outbound" section.
Press the "Workflows" button.
Click the “Marketplace” button.
Selection of the relevant industry section.
Click on the specific workflow intended for import.
Click the “Import to my workflows” button.
Choose the import method: WITH data (includes templates, variables, and segments) or WITHOUT data (structure only).
Review of the automatically generated Workflow Name, which remains editable after import.
Selection of the Contact List to be linked with the imported workflow, with specific attention to the domain name.
Configuration of the re-entry checkbox: when selected, customers can enter the workflow multiple times; when not selected, they can enter it only once (unless deleted and re-added to the list).
Clicking the “Continue import” button.
Redirect to the imported workflow for further customization and adjustment to business needs.
