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11.34 Using the Sample Workflows

  1. In the designer, click Sample Workflows above the canvas.
  2. Choose Welcome Flow, Lead Engagement, Follow-Up Reminder, Feedback Request or Customer Onboarding.
  3. The canvas is filled with ready-made, connected steps.
  4. Open each step and set the real templates, tags and timing, and change the trigger if needed.
  5. Click Save Workflow.
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