Add Multiple People to a Pathway
Put a group of people into a pathway.
- Create a query or run a saved query. Make sure the query is set up in such a way to return a list of only the people you want to add to a pathway. The individuals will only be added to one pathway at a time.
- In the list of profiles returned, clear the check boxes next to anyone you don't want added to the pathway.
- Click the Select an action drop-down list and select Add to a Pathway.
- Select the pathway and click Add. Note:
A Pathway Leader must be assigned to a pathway participant to receive daily or weekly digest emails of the participant's progress. By default no one is assigned when a participant is added to a step.