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Workflows

Finalsite Workflows is a digital marketing strategy centered around the concept of providing the right content to the right people at the right time. Our comprehensive suite of tools is specifically designed to support schools’ digital marketing efforts.

Getting started

  • Getting started with Workflows
  • Compose a workflow message
  • Workflows permissions
  • Workflows and Enrollment Management integrations
  • What is inbound marketing?
  • What is marketing automation?
See all 12 articles

Build a workflow

  • Set up a workflow form
  • Workflows: Before you build
  • Create a form-based workflow with the Forms-Workflow Connector
  • Enter constituents and their membership
  • Target specific users and responses
  • Build a workflow
See all 7 articles

Monitor and manage

  • Best Practice: Timed Page Pops for communications
  • Best Practice: Timed Page Pops for marketing
  • Best Practice: Timed Page Pops for advancement
  • Best Practice: Timed Page Pops for admissions

Personalization

  • Personalization overview
  • Create segments for personalization
  • Add personalization to Composer pages
  • Previewing personalization
  • Best Practice: Personalization elements for international schools
  • Best Practice: Personalization elements for boarding schools
See all 7 articles

Workflow scenarios

  • Message Segments overview
  • Workflows: Step-by-step example scenarios
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