Blueprints Archives - The Workflow Academy

Course Content

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Course Intro 4 Topics

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Lesson Content

0% Complete 0/4 Steps

Walking Through a Blueprint

Making Do Without a Blueprint

Our Blueprint Use Case

The Vision for Affluence Financial’s Blueprint

Create the Blueprint Structure 15 Topics

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Lesson Content

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Pre-buildout Field Customization

Email Notification for our Blueprint

Navigate to and Open the Blueprint

Add States and Build Out the “Flowchart”

Naming the Transitions

The Before, During, and After a Transition

Always Leave a ‘User Message’

Requiring Fields and Finishing Blueprint Actions

Slow Down and Review Our Progress on the Flowchart

Set Up the Workflow Rule Email Drip

Zoho Form Adjustment and Email Notifications

Build the Lead Discovery Form Automations

Auto-convert Leads and Finish the Blueprint

Using Common Transitions

Blueprint Review Questions

Testing Our Blueprint on the Front End 4 Topics

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Lesson Content

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Entering Existing Record and Test the Blueprint

Review the WHY and Look Back to Our Flowchart

Running a New Lead Through to Conversion

Last Thoughts On Blueprints