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…
If you’re looking to increase market share, or turn around a stagnant business, then introducing new products or services could be the answer. But there are a number of factors to consider beforehand to ensure your best chance at success. Attract new custom From your experience and knowledge of your business sector, as well as…
Optimise Processes Get the right tasks, to the right people, at the right time. Sync specific jobs with people, who are both available and have the necessary skills. Improve your productivity, by improving your workflows. Cut any unneeded steps, and run processes simultaneously, to reduce the time taken to complete tasks. With workflow management software…
The essential foundation of good customer service is a thorough understanding of who your customers are, and what it is they want from you. What’s the most effective way of achieving this, and seeing concrete results? Understanding customers Collecting relevant, accurate information about your existing customers is the first step. Looking at the goods and…