Workflow & Automation Table of Contents
If you need help with Workflow & Automation, read through the entire series of articles or find the specific article that discusses the topic you'd like to know more about.
- What is Workflow & Automation?
- The Workflow & Automation Layout
- Basic Terminology
- Assigning a User a Role
- User Roles and Their Permissions
- Your User Information
- Editing Your Profile
- Changing Your Account Language
- Teams Grid
- Creating a Team
- Adding a User to a Team
- Adding a Team to a Team
- Adding a Sub Team to a Team
- Download CSV
- Social Properties Grid
- Adding a Social Property
- Deactivated Social Properties
- Reauthorizing a Stream
- Download CSV
- Bundles Grid
- Creating a Bundle
- Download CSV
- Selecting a Bundle
- Returning to the Full Accounts List
- What is a Template?
- Creating a Template
- Using a Template in Publish
- User Grid
- Pending Invitations
- Download CSV
- Editing a User
- Changing a User's Role
- Account Administrators
- Restore Users
- My Accounts
- Media Accounts & Custom Audiences
- Getting Started - Creating a Facebook Ads Account
- Adding Your Ads Account to SRM
- Creating a Custom Audience
- Populating Your Custom Audience
- Custom Audience Main Page
- Custom Audience Detail Page
- Creating Workflow Templates
- Using a Workflow
- Engage only
- Auto-Label
- Auto-Assign/Auto-Delete
- Engage only
Introduction to Workflow & Automation
The Resources Tab: Social Properties