In this video, I will guide you through the process of setting up the all sales workflow in your account. I will explain how to add features like products and payment collection, and show you how to create automations for different products. I will also demonstrate how to set up a welcome sequence and add tags to segment your contacts. If you don't see 'Products' in your account and you want to capture sales, <a href="https://simplebizsuite.com/feature-request" rel="noreferrer" class="PlaygroundEditorTheme__link">click here to let us know and we'll add payment collection to your account.</a> If you're using an external checkout tool and NOT collecting sales in your Suite account, you will not need this workflow. You can move this workflow to the 'Additional Workflows' folder. 🎥 <a href="https://simplebizsuite.helpcenter.guide/articles/workflow-tutorial-external-checkout-tool-7666e0-3a50b" rel="noreferrer" class="PlaygroundEditorTheme__link">This video explains how to set up a workflow with an external checkout tool.</a> Timestamps00:00 - Introduction01:27 - Importance of List Hygiene Workflow03:06 - Adding Tags and Core Offer Workflow04:28 - Customizing Product Delivery Email06:20 - Managing Contacts and Tags08:02 - Organizing Your Workflow <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 69.77363515312915%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/6300fa96ed4442f8a9b0224d27d22201?sid=a5c63c6f-32ed-4e3f-a237-1fe12974a1f4?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 69.77363515312915%; height: 0;"><iframe src="https://www.loom.com/embed/6300fa96ed4442f8a9b0224d27d22201?sid=a5c63c6f-32ed-4e3f-a237-1fe12974a1f4?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Learn how to use and setup the sales workflow in your account.

In this video, I will guide you through the process of setting up the all sales workflow in your account.

I will explain how to add features like products and payment collection, and show you how to create automations for different products.

I will also demonstrate how to set up a welcome sequence and add tags to segment your contacts.

*****If you don't see 'Products' in your account and you want to capture sales,*****[*****click here to let us know and we'll add payment collection to your account.*****](https://simplebizsuite.com/feature-request)

*****If you're using an external checkout tool and NOT collecting sales in your Suite account, you will not need this workflow. You can move this workflow to the 'Additional Workflows' folder.*****

🎥[This video explains how to set up a workflow with an external checkout tool.](https://simplebizsuite.helpcenter.guide/articles/workflow-tutorial-external-checkout-tool-7666e0-3a50b)

****Timestamps****

00:00 - Introduction

01:27 - Importance of List Hygiene Workflow

03:06 - Adding Tags and Core Offer Workflow

04:28 - Customizing Product Delivery Email

06:20 - Managing Contacts and Tags

08:02 - Organizing Your Workflow

">

In this video, I will guide you through the process of setting up the all sales workflow in your account. I will explain how to add features like products and payment collection, and show you how to create automations for different products. I will also demonstrate how to set up a welcome sequence and add tags to segment your contacts. If you don't see 'Products' in your account and you want to capture sales, <a href="https://simplebizsuite.com/feature-request" rel="noreferrer" class="PlaygroundEditorTheme__link">click here to let us know and we'll add payment collection to your account.</a> If you're using an external checkout tool and NOT collecting sales in your Suite account, you will not need this workflow. You can move it to 'Additional Workflows'. Timestamps00:00 - Introduction01:27 - Importance of List Hygiene Workflow03:06 - Adding Tags and Core Offer Workflow04:28 - Customizing Product Delivery Email06:20 - Managing Contacts and Tags08:02 - Organizing Your Workflow <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 69.77363515312915%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/6300fa96ed4442f8a9b0224d27d22201?sid=a5c63c6f-32ed-4e3f-a237-1fe12974a1f4?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 69.77363515312915%; height: 0;"><iframe src="https://www.loom.com/embed/6300fa96ed4442f8a9b0224d27d22201?sid=a5c63c6f-32ed-4e3f-a237-1fe12974a1f4?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

Workflow Tutorials: All Sales

Save time by automating your essential business processes.