video1.0<iframe src="https://www.loom.com/embed/0b6d23e7415b4b9da525245ef2c270ba" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0b6d23e7415b4b9da525245ef2c270ba-9db11c7a7c34c25f.gif177.451In this video, I walk you through the concept of workflows in Event Temple, which are essential for organizing internal tasks and scheduling client emails. Before creating a new workflow template, I recommend ensuring that all relevant task types and email templates are up-to-date and personalized using merge fields. I demonstrate how to access and customize workflows, including editing steps, selecting action types, and setting triggers based on your organization's time zone. It's important to standardize processes for your team, whether for sales follow-ups or event execution. Please take the time to review your current workflows and consider how you can enhance them.