Introducing Guided Onboarding and Resources for Workflow Maps in SalesEdge.io
Introducing Guided Onboarding and Resources for Workflow Maps in SalesEdge.io
We’re excited to announce a big improvement to Workflow Maps in SalesEdge.io. You’ll now find step-by-step guided onboarding and a new resource hub, designed to make automating your business even easier.
Whether you’re new to Workflow Maps or looking to get more out of your automations, these features provide practical guidance every step of the way.
What’s new?
- Guided Onboarding: Start with a friendly introduction to Workflow Maps, then select your preferred view—either 2D or 3D—to explore your automations visually.
- Contextual Guidance: As you move through your workflows, helpful prompts will highlight how to trace a contact’s journey, review any errors, check where assets are used, and more.
- Resource Hub: Access a comprehensive Help section right from the map, offering walkthroughs for common tasks. You can quickly search for answers, review a Cheatsheet, and find frequently asked questions.
- Support When You Need It: Onboarding tips appear as you use different features, and helpful guides are always available if you need a refresher.
Why this matters
Visual mapping is a powerful way to manage your automations, helping you see how everything connects at a glance. With guided onboarding and easy-to-find resources, you’ll feel confident building and troubleshooting workflows—even if you’re just getting started.
How to get started
- Log in to your SalesEdge.io account.
- Go to Automation > Workflows > Workflow Maps.
- Follow the prompts to explore the features and discover everything Workflow Maps can do for you.
Common ways to use these updates
- Walk a team member through Workflow Maps for the first time.
- Quickly see where an asset (like an email or tag) is being used across multiple workflows or folders.
- Get instant troubleshooting help if something isn’t working as expected in your contact journeys or automations.
Helpful notes
- The onboarding experience adapts to your actions and shows tips as needed.
- Editing tips will appear based on what you have permission to do.
- The Resource Hub is always available for quick answers or in-depth guides, whenever you need support.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
