In this article, you will learn how to activate a One-Click Workflow, which you can quickly set up for easy fundraising, membership, and volunteer task automation.

Recommended Reading Before You Start

• Overview: One-Click Workflows

Content

Navigating to One-Click Workflows

Activating a One-Click Workflow

Please note:

• Depending upon your subscription, you may not see all of the One-Click Workflows as presented in this article.
• This article is the first in a series of four articles about using One-Click Workflows. See the Recommended Next Article and Recommended Related Articles sections at the end of this article.

Navigating to One-Click Workflows

To access One-Click Workflows:

1. Select Workflows in the navigation menu, then select One-Click Workflows.

All of the One-Click Workflows available to you (depending upon your subscription) now display.

Activating a One-Click Workflow

There are two methods to activate a One-Click Workflow, as follows:

• Method #1:

         1. Select the toggle on the workflow you wish to activate.

          2. On the Activate One-Click Workflow pop-up that appears, select Confirm.

          The selected One-Click Workflow is now activated.

• Method #2:

         1. Select the name of the workflow you wish to activate.

         2. Select the Inactive toggle switch in the upper right corner.

        The switch now appears as Active, and the workflow is now activated.

Recommended Next Article: 

• Editing a One-Click Workflow

Recommended Related Articles: 

• Cloning a One-Click Workflow
• Testing a One-Click Workflow