====== Create Account from Contact ======

**Note:** Only use when the //Contact// record contains full address details.

Start the Workflow by (1) selecting a //Contact// in a list view, or (2) from within an open //Contact// record.

When you start the Workflow, it first checks these //Attributes// in the //Contact// record:
  * Company Name (Single text line, not the //Lookup Attribute//) in the Marketing section MUST contain a value.
  * Country1Name (Country //Lookup// in the Address section MUST contain a value.
  * Company Name (//Lookup// in the Summary section) MUST be empty.

If any of the above conditions fail, an error message is printed and the Workflow stops.

If all Conditions are met, a new //Account// is created with the name listed in the Company Name text //Attribute// in the Marketing section. The //Contact// is associated as //Primary Contact// and the Address is copied to the //Visit Address Attributes//.

**Important:** After creation, always open the new Account record and manually set/check these //Attributes//: 
  * Account Name: (this may not be the complete or correct naming.
  * Industry: Mandatory
  * Parent Account.
  * Any other //Attribute// that you can easily fill in.
  * 
**Important:** 
If you can't save an overdue lead because there is no parent account or if the workflow Create account from lead fails because of this, follow these steps;
Go to the Leads Contact record and run the workflow: Create Account from Contact. Go back to the Lead and compelete the Parent account and save the record.
====== Nurture Workflows ======

Not easy to setup and not straight forward! Test until you are sure the WF works as expected before you launch it to prospects.

Currently only available for //Contacts//.

Use this step-by-step approach:

===== 0. Create the email content =====
CRM's content formatting is a pain. The best way to get a decent looking email with your personal signature is by creating an email for a "dummy" Contact (just make sure not to press //Send// in the process):

  * Create a new Contact Email through the Activities or Timeline View.
  * Make sure that the drop down below the Entity title //New Email// states **Email - Enhanced Email**
  * The Email now has your default Signature and the proper font settings.
  * Type your message in the Body area but don't type a Salutation. You will do this in the next step.
  * Leave this Window Tab open.

===== 1. Create Email Templates =====

  * Open CRM is a new window.
  * Open Email Templates. 
  * Open the //_LOGIC DEFAULT TEMPLATE EN//. This template contains the //first Name// field for a Contact.
  * Create a Copy of this template by using the //Clone// button in the menu bar.
  * Rename the Copy for your specific nurture process and give it a consequtive number starting with 1. (Example: "Nurture Campaign for supplier X Email 1")
  * Enter the //Subject// for this particular email.
  * Copy the entire body text from the email in the previous step and paste it in the Template below the Saluation.
  * Select hte text from Salutation until start of signature and switch //font//  to **Arial** //Size// **10**.
  * Save this template.

Additional email templates can be created cycling through Step 0 and 1, or alternatively by Cloning the first Template and editing the body text for the consequtive templates.

===== 2. Create the Nurture Workflow =====

There is a generic Template you should use and modify for nurture campaigns. It contains all the steps for a 4x email nurture and can be shorted or extended.

  * Open //Advanced Settings// from the //Wheel// at the top right hand side of the main menu.
  * From the //Settings// Dropdown at the top menu, Select //Processes// in the //Process Center// menu.
  * Select the Wokflow //Nurture Template - Contact// and create a copy by using the //Clone// Button in the top menu bar.
  * The Clone opens automatically in a new pop-up window.
  * Change the //Process Name// a suitable name for your Nurture campaign.
  * Change the //Activate As// to **Process** (failing to do this will disable the WF in the //Flows// menu.
  * Don't change any of the other properties.

==== Assign Email Templates to the Workflow ====

The bottom half of the Workflow window shows the conditions and sequential steps with some explanatory texts.
Basically the WF first checks if the //Email Address// contains Data and the //Email Bounce Flag// is not set. If these conditions are not met, the WF stops with status //Canceled//. 
Next it gets the //User// who started the Workflow. This is the Sender of the Email.
Then, up to 4 emails will be sent with a default 14 day delay between emails.

=== Assign Template ===

Repeat these steps for every Email in your Campaign:
  * Press the //Set Properties// button next to the //Contact// drop down.
  * The Email selector window pops-up with //From// and //To// Fields already filled in.
  * The //Template Type// should be set to //Contact Template//.
  * In the //Email Templates// section, select the Nurture Email Template for this step.
  * //Save and Close// the Window.

=== Modify Delay ===

The default is 14 Days in between Emails with the Exception of the first Email: This is set to 1 Minutes. This step was included in case you want to start the Campaign at a later time.

To modify the Delays:
  * Press the link in the //Timeout// text line. The Filter wind pops-up.
  * Select the //14 Days// Marker. It turns Yellow. Next delete the entry and keep the cursor in the empty marker.
  * On the right hand side set the //Month, Day,Hour, Minute//.
  * change //Before// to //Duration//.
  * The Timeout is now modified to the Duration you set.
  * //Save and Close//.
 

==== Activate and Test ====

Test a Worklow and make sure that all Steps Pass Successfully and that the output (the Emails) are properly formatted. The easiest way to test them is by changing the Timeouts to 1 minute (don't set to 0 as a WF might fail).

A Workflow can only be used when it is //Activated//? Press the //Activate// button in the menu bar. The WF-engine will now check consistency and activate the WF. Once Activated, you cannot change the WF until it is //Deactivated// in the same way. You can however, modify the Email template text independently from the WF. 

Once you are satified with the formatted output, you can decativate the WF, set the timeouts, and ultimately Activate the WF and start nurturing....


===== Add record to Marketing List w. Workflow =====

It is possible to add //Accounts, Contacts and Leads// to a //Marketing List (ML)// using a //workflow (WF)//. This is particularly handy when you have a Nurture Workflow for which an ML already exists and you want to nurture individual records (fi. you add a new //Contact// to CRM and you want to start the Nurture WF without first adding the Contact to the ML.

  - Open the //deactivated// WF 
  - Selecte the Row where you want to add a new step. Usually this is at the beginning of the WF.
  - Make sure the //Insert// setting is correct for your purpose.
  - Select //Add Step//
  - In the drop down menu select the option **msdyncrmWorkflowTools (1.0.52.1)** or equivalent
  - From the submenu select the option **Add To Marketing List**
  - A new Step is added to the WF. Check if it is placed where you expected the new step. If not, delete and repeat previous steps.
  - //Set Properties// opens a new window.
  - //Marketing List// is a required Lookup. Search and select the ML you want to add the record to.
  - Depending on the Target Record Type the ML is linked to, place your cursor in one of the Lookup fields for //Account, Contact, Lead//.
  - In the //Form Assistant// on the right of the window, set the first //Look for// drowp down to the corresponding record type.
  - Set the second //Look for// drop down to the same value (fi: Contact / Contact)
  - Press //Add// and then //OK//.
  - The Loop up field on the left side of the window now contains the source record to be added to the ML (fi:{Contact(Contact)}.
  - //Save and Close// the window
  - When ready //Activate// the WF.
  -