Over past few months we’ve been working hard behind the scenes to create our latest feature, the Workflow Builder. The tool enables you to both create your own and edit any pre-existing workflows quickly, easily and, most importantly, instantaneously! I know this may sound quite daunting, as previously any changes to your workflow would require…
To view all previous versions of a task workflow click Admin on the left-hand menu and select Workflow then Tasks from the drop down menus. You’ll be taken to a list of all Task Workflows created on your account. Find the workflow that you’d like to view the revisions of and hover over the name…
When specifying the action of each status there are a number of options which can be selected. The following article explains how to configure each action and how it appears once the task has been created. For the majority of actions, accompanying body text should be entered in the content field and the group that…
When creating a new question within the Workflow Builder there are number of different questions types which determine the answer that can be entered. The following article explains how to configure each question type and how they appear once published. Text A text field allows you to enter a small amount of text within a…
When you’re configuring a status, you can set moving rules which determine which status the task moves to. Questions Answered If you’d like the a task to progress to another status dependent on the answer of a specific question, the “Questions Answered” moving rule should be used. You should first determine which status you’d like…
When creating a status within the Task Workflow Builder there are a number of Automated Events which can occur once the task reaches a specific status. Send Email
If you’d like to make any alterations to a pre-existing workflow, click on Admin on the left-hand menu and select Workflows then tasks:
We’ve recently introduced the capability for you to create your own workflows using our latest feature: the workflow builder. Accessing The Workflow Builder To access the workflow builder, you first need to have the correct permissions granted (these are set by your account’s internal admin) then navigate using the left-hand menu to Admin – Workflows…
Bulk email is email that is sent to a large of number people. It is usually a marketing email sent to prospective clients that advertises a company’s products. It may also be an email sent to a company’s current clients advising them of new products or special deals. The emails may also be informative, advising…
“Cash flow problems mean a business spends more than it earns”[1]. In 2016 SmallBusiness.co.uk reported that 54% of Small and medium sized enterprises identified cash flow problems as one of the biggest obstacles to business growth[2]. Cash flow problems occur when expenses such as rent, pay roll and supplies is more than sales. The problem…
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