The "Add Contact Follower" feature in Advisor's Growth seamlessly integrates into workflows, allowing users to automate the process of adding followers to contact profiles. This automation eliminates the need for manual effort when managing followers, making the process more efficient and hands-off.
Why It Matters
Automating follower management is a game-changer for efficiency and productivity. By automating the task of adding followers, users can focus their attention on more strategic initiatives, improving overall workflow execution and reducing time spent on repetitive tasks.
How to Use
Access Workflow Editor: Head over to the workflow editor within Advisor's Growth.
Add Action: Click to add a new action within your workflow.
Select "Add Contact Follower": Find the "Add Contact Follower" option from the available actions and add it to your workflow.
Configure Parameters: Set the necessary parameters to define which contact and users you want to add as followers. This may involve selecting the relevant contact profile and the users to be added.
Run Workflow: Once configured, run the workflow to start the process of adding followers to the selected contact.
Monitor & Review: Track the progress of the workflow to confirm that followers have been successfully added.
Save: Ensure to save your workflow changes.
FAQs
Can I remove followers using this action?
No, the "Add Contact Follower" action is specifically designed for adding followers. A different action would be needed to remove them.How do I verify if followers were successfully added?
You can check the workflow logs and results to confirm that followers have been added correctly.Is there a limit to how many followers I can add at once?
Please refer to Advisor's Growth platform documentation for any specific limits regarding follower additions.Can I automate follower removal too?
Look for a related action in the platform if you wish to automate the removal of followers.