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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 into the Web Client as an Administrator to access the Settings icon and create a new Follow-up workflow.
Click here for more information on how to access the Follow Up Workflow list.
Select Workflow to Edit - Note: Both Collection and Follow Up workflows are in the same list.
(A) All Workflow Type dropdown - Click and select Follow Up (B) from dropdown list.
(C) Apply - Click Apply to update the list & show only Follow Up workflows.
(D) Reset - Click to remove the Follow Up filter and view all workflows.
(E) Active/Archived - This list defaults to Active. Click to show Archived.
Archive Workflow
(F) Archive checkbox - Click to select which Workflow you want to archive.
(G) Archive workflow icon - Once a Workflow has been selected, this icon becomes clickable. Click to archive a Workflow.
Duplicate Workflow
(H) Duplicate - Click to copy the specific Workflow and all its settings.
Edit Workflow
(I) Edit - Click to access a Workflow and make edits.
Edit Step - Note: The remaining steps are accessible once you’ve selected a step to edit.
(J) 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
(K) Version History dropdown - Click to select historical versions of the workflow to view in read-only state.
Workflow Steps
(L) Type dropdown - Determines the communication channel that will be used for the workflow event.
(M) Days Later - Indicates the number of days after a Lead is created for this event to trigger.
(N) Days Before Needed Date - Indicates the number of days before the date needed for this event to trigger.
(0) Template dropdown - User selects which email or text template should be sent for the current workflow step.
(P) Auto checkbox - Click to make this step automatic, requiring no manual input.
(Q) Delivery time dropdown - Click to select the time the Workflow will be sent to the Lead.
(R) 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.
(S) Card Type - This determines which script card is shown in the interaction card when this event is outstanding. This is only editable if the Auto checkbox is not clicked.
(T) 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.
(U) Priority - Determines the order in which manual workflow events will be displayed within the Follow Up list.
(V) Add/Remove Step - Click to add a next step or to remove the current step selected.
Settings
(W) Allow User To Delay Next Step checkbox - Click to allow the user to delay a Follow Up event for a given number of days.
(X) 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 - Note: You can select multiple locations by clicking one at a time and holding the Control Key. Pressing the Shift Key while selecting two locations will include all the locations in between those two locations.
(Y) Add Locations - Select a location(s), then click the right facing arrow to add the workflow to that location.
(Z) Remove Locations - Select a location(s), then click the left facing arrow to remove the workflow from that location.
Exclusion Calendar
(AA) Dates to Exclude calendar - Click to access a calendar and select dates this workflow will be suppressed. After selecting the first date and clicking Confirm Dates, more dates can be selected.
(BB) Days to Exclude checkboxes - Click to select days of the week that no events will be processed for this specific workflow.
Save
(CC) Save icon - Click to implement workflow adjustments for all assigned locations.
