Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed in as an Administrator to access the Settings icon and create a new Follow-up workflow.
Access
(A) Settings icon - Click to access all available administrative settings.
- (B) Workflows - Click to access the complete list of Workflows, both Collection and & Follow Up.
Create New Workflow
(C) New Workflow dropdown - Click and select (D) Follow Up from the dropdown.
Edit Workflow
(E) Title - Enter the workflow name that will appear in lists and dropdowns.
(F) Default rule checkbox - If checked, this workflow will become the default workflow for a given location. Only 1 workflow can be selected as default, and if selected, this workflow will replace the previously selected default workflow.
Workflow Steps
(G) Type dropdown - Click to select Call, Text, or Email. This determines the communication channel that will be used for the workflow event.
(H) Days Later - Indicate the number of days after a Lead is created for this event to trigger.
(I) Days Before Needed Date - Indicate the number of days before the date needed, as indicated in the Lead card, for this event to trigger.
(J) Auto checkbox - Click to enable template and delivery time selections. If Call Type is selected, Auto is disabled. Auto can only be checked for Text and Email type workflow steps. If this is checked, Card Type and Priority are not editable.
(K) Template dropdown - The template dropdown allows users to select what email or text template should be sent during the current workflow step.
(L) Delivery time dropdown - Click to select the time of day the Workflow will be sent to the Customer. This is not editable if the Instant checkbox is checked.
(M) Instant checkbox - Only available if the Auto checkbox is clicked, click to immediately trigger the event the day it is eligible instead of a fixed time of day. Additionally, if this is checked, the Days Later field is set to 0 and disabled.
(N) Card Type dropdown - Click to select which script card to show in the Interaction Card when this event is outstanding. This is only editable if the Auto checkbox is not checked.
(O) Skippable - If this setting is enabled, this event can be skipped if the previous workflow step is a manual call that was answered by the Lead.
(P) Priority dropdown - This determines the order in which manual workflow events will display within the Follow-up list. This is only editable if the Auto checkbox is not checked.
(Q) Additional Steps - Click the + sign to add additional steps.
Settings
(R) Allow User to Delay Next Step checkbox - Click to allow the user to delay a Follow-up event for a given number of days defined by the user.
(S) Send Email Alert checkbox - If checked, daily email alerts will automatically be sent to the location email address for all manual workflow events scheduled for that day.
Location Assignment
(T) Add Locations - Select a location(s), then click the right facing arrow to add the workflow to that location.
(U) Remove Locations - Select a location(s), then click the left facing arrow to remove the workflow at that location.
Exclusion Calendar
(V) Dates to Exclude calendar - Click to access a calendar and select dates this workflow will be suppressed. After selecting the first date, more dates can be selected.
(W) Days to Exclude checkboxes - Click to select days of the week that no events will be processed for this specific workflow.
Save
(X) Save icon - Click to implement the workflow for all assigned locations.
