1. Navigate to your Market Muscles CRM Dashboard

https://app.marketmuscles.com/

2. Navigate to Workflows

Click the Communication tab in the left-hand navigation menu.
Click Workflows.

On this dashboard, you will see:

• All existing workflows
• Workflow status (Active or Draft)
• Number of triggers
• Number of enrolled contacts

3. Use the Workflow Library

Click the Actions > Template Library button to access pre-built workflow templates.

You can:

• Browse available templates
• Search for specific workflows
• Click Use Template to load it into your account

Once selected, the template will open in edit mode so you can customize it.

4. Understand Triggers & Goals

Inside a workflow, you’ll see:

• Triggers (left side)
• Goals

Triggers

Triggers determine how contacts enter the workflow.

Click Add Trigger to choose from options such as:

• Tag Added
• Status Changed
• Class Attended
• And many other system events

You can add multiple triggers to a single workflow.

Goals

Goals determine how contacts automatically exit the workflow.

For example:

• If a specific tag is added → Remove from workflow
• If a class is attended → Remove from workflow

You can add multiple goals just like triggers.

5. Add Workflow Steps

In the center of the workflow builder, you can add actions such as:

• Send SMS
• Send Email
• Wait (Time Delay)
• If/Then Logic
• Create Task
• Internal Notification
• Webhook (External API Call)

Click Add Step to select from these options.

You can:

• Drag and drop steps
• Rearrange them
• Insert delays between steps

6. Use Merge Tags

When creating SMS or Email steps, you can use Merge Tags.

Merge tags dynamically insert contact information such as:

• First Name
• Last Name
• Membership Details

This ensures messages are personalized automatically.

7. Add Time Delays

Most workflows require spacing between actions.

To add a delay:

• Click Add Step
• Select Wait
• Set the desired time (minutes, hours, days, etc.)

Contacts will move step-by-step from the Start, progressing downward through each action.

8. Manage Enrollment

Click the Enrollment tab inside a workflow to:

• View enrolled contacts
• See who is Active
• See who Completed
• See who reached a Goal

You can also manually enroll contacts from this section.

9. View Workflow Analytics

Within each workflow, you can see:

• Total Enrolled
• Active Contacts
• Completed Contacts
• Goal Reached

This helps you measure performance and effectiveness.

10. Save, Activate, or Pause a Workflow

Once your workflow is ready:

• Click Save
• Click Activate to turn it on

If the workflow is already active, you can:

• Pause it
• Review analytics
• Edit and re-save as needed