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

11. Understand Custom Pipelines

Every contact is automatically grouped by contact type, and each type has a hard set pipeline. For example, a contact set to Trial cannot sit in the Leads pipeline, and vice versa.

A custom pipeline spans all contact types, so leads, trials, and members can all appear together in one board. This is useful when you want a single sales or onboarding funnel that is not limited by contact type.

12. Create a Custom Pipeline

• Open the Opportunities section (Contacts > Opportunities)
• Create a new pipeline and set up its columns (stages), such as Contacted, Trial Scheduled, Trial Completed, Follow Up, Closed Won, Closed Lost
• Configure the columns to reflect your sales or onboarding process

13. Add the Add / Move in Custom Pipeline Step

• Open or create a Workflow (Communication > Workflows)
• Click Add Step
• Choose Add / Move in Custom Pipeline
• Select the Pipeline
• Select the Column (stage) where contacts should be placed

Then choose the behavior:

• Add or Move: add the contact to that column, or move them there if they are already in the pipeline. Use this for entry and milestone workflows, such as a new lead arriving or a contact buying a trial.
• Move only: only move contacts who are already in this pipeline, and skip everyone else. Use this for moves that must never insert a brand new contact.

14. Move People Between Columns Automatically

Combine the step with triggers so contacts flow through your pipeline automatically:

• When a new lead comes in, add it to the custom pipeline in the right column
• When someone buys a trial, move them to the trial column
• When they become a member, move them to the member column

This keeps every contact in one custom board as they progress, no matter their contact type.

15. Remove a Contact from a Workflow

If you want a contact to exit a workflow without reaching a goal, use the Remove from Workflow action. Add it as a step, and any contact that reaches it will be taken out of the workflow.