This guide explains how to use Orlo's Workflows feature to group your social media accounts, helping you filter your Orlo view for better organisation and efficiency. Learn the steps to create workflows and examples of when to use them.
Things to consider ✅
- Each Orlo user must create their own workflow within their instance of Orlo, as workflows are tailored to the individual user.
- Workflows filter out the Composer, Content Calendar, Inbox, and Analytics Reports for the social media accounts that have been added to the Workflow.
Benefits 🙌
- Better Organisation - Ideal for users who oversee numerous social media accounts across various platforms, enabling users to organise accounts into groups for a clearer and more streamlined overview.
How to set up Workflows
1) Navigate to the 'Workflow' dropdown at the top of the dashboard.
2) Select 'Manage Workflows' to take you to the main Workflow view.
3) To create a new Workflow, click on the '+ New Workflow' button, add the name of your workflow, and select the 'Create' button.
Editing Workflows
1) To change a Workflow, click the 'Edit' button associated with the Workflow you want to update. Users will have the option to add or remove accounts as needed. Once you have made your changes, click the 'Save' button to apply them.
Examples of when to use Workflows
- Regional Grouping: Organise accounts based on geographical areas (e.g., 'UK North', 'South East').
- Service-Specific Grouping: Group accounts by the particular service they represent (e.g., 'Housing Repairs', 'Waste Management').
- Corporate-Only Workflows: Create workflows for your organisation's main corporate social media channels.
- Combined Communication & Customer Service Workflows: Set up workflows that integrate both your general communication channels and your dedicated customer service social channels.