Adding an Greetabl in your Workflow will allow you to streamline and/or automate your process.
Add Action Item
Once you have created a new Workflow or Opened an existing Workflow, add an Action Item.
Action: Select Send Greetabl
Template: Select the Greetabl Template you would like to use.
Haven't created a template yet? You will need to do that first. Click here to learn how.
Prompt: Select how you would like the Action Item to be sent
** If you would like to change the 3 square images or add to your welcome message, select Approve Before Sending.
** If you would like to automate your sending, meaning your Greetabl Gift will be ordered as soon as the Workflow item is triggered, select Send Automatically.
When: This will designate when the Greetabl Action will take place.
** After activating this Workflow is commonly used if the Item is the first step in a Workflow
** Base date is typically the Project Date (unless you set it otherwise).