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 CallPotential's web app as an Administrator to access the Settings icon and view the Exclusions List.
Access
(A) Settings - Click to access all your available administrative settings.
- (B) Workflows - Click to access the complete list of Workflows, both Collection & Follow Up.
Create New Workflow
(C) New Workflow - Click and select (D) Collection from your options.
Configure the Workflow
(E) Title - Enter the workflow name that will appear in lists and dropdowns.
(F) Default Rule - 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.
Promise to Pay Step - Note: Enable Promise to Pay needs to be checked in order for (H) - (K) to be visible.
(G) Enable Promise to Pay - Clicking the checkbox will make the Promise to Pay workflow step visible.
(H) Type - Click the dropdown to determine the communication channel that will be used for the workflow event. Your options include;
- Text
- Call
(I) Auto - Check to enable your template and delivery time selections.
(J) Template - For Emails and Texts, click the dropdown to select which email or text step the message will appear. For Calls, click to upload a recording.
(K) Delivery Time - Click the dropdown to select the time of day the Workflow will be sent to the Customer.
Workflow Steps
(L) Type - Click to select either a Call, Email or Text. This determines the type of communication that will be used for the workflow event.
(M) Days Past Due - Enter the number of days past due a Customer must be for that step to occur.
(N) Template - For Emails and Texts, click the dropdown to select which email or text template should be sent during the workflow step. For Calls, click to upload a recording. Note: Users can only upload a recording for calls if the Auto checkbox is checked. If not, this field will say None.
(O) Auto - Click to enable delivery time selections.
(P) Delivery time - Click the dropdown to select the time of day the Workflow will be sent to the Customer. For Calls, this can only be edited if the Auto checkbox is checked. If not, this field will say N/A.
(Q) Additional Steps - Click the + sign to add additional steps to this workflow.
Settings
(R) Send email alert - 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.
(S) Add Locations - Select a location(s), then click the right facing arrow to add the workflow to that location.
(T) Remove Locations - Select a location(s), then click the left facing arrow to remove the workflow at that location.
Exclusion Calendar
(U) Dates to Exclude - Click the calendar to access and select dates this workflow will be suppressed. After selecting the first date and clicking Confirm Dates, more dates can be selected.
(V) Days to Exclude - Click to select days of the week that no events will be processed for this specific workflow.
Save
(W) Save - Click to implement the workflow for all the assigned locations.
