Understanding Workflow Triggers:
A workflow trigger refers to an event or activity that kickstarts a series of automated processes. Depending on your needs, you can set up either a single trigger or multiple triggers. Triggers can include a variety of actions, such as a form submission or a scheduled appointment.
Step 1: Setting Up Workflow Triggers
Access the Workflow Builder:
From your Advisor's Growth dashboard, head to the Automation section. This is where you can create or modify workflows.
Configuring Workflow Triggers:
Add the necessary triggers to your workflow. Common examples include:
Survey submissions
Contact tag additions
Form completions
Scheduled appointments
Without applying specific filters, these triggers will activate based on any corresponding event that takes place.
Customizing Triggers with Filters:
To make your workflows more precise, apply filters to each trigger:
Survey Submission: Select which specific survey will trigger the workflow.
Contact Tag: Choose the exact tag that will activate the workflow.
Form Submission: Pick the form that should initiate the process.
Appointment: Define the calendar or type of appointment that will start the workflow.
Step 2: Configuring Workflow Actions
Once your triggers are set, add the actions you want the workflow to perform. When satisfied, save and publish the workflow, and it will respond to the multiple triggers you've configured.
FAQs on Workflow Triggers
1. What is a workflow trigger?
A workflow trigger is an event or action that starts an automated process. Triggers allow workflows to run automatically when certain conditions, like a survey completion or appointment scheduling, are met.
2. How do I access the Workflow Builder?
To access the Workflow Builder, navigate to the Automation section from the Advisor's Growth dashboard. Here, you can set up and customize your workflows.
3. What types of triggers can I configure?
You can set up various triggers, such as:
Survey submissions
Adding contact tags
Form completions
Appointment bookings
4. Can I set up multiple triggers for one workflow?
Yes, multiple triggers can be configured for a single workflow, enabling you to automate responses for different types of events.
5. How do I customize triggers using filters?
To customize your triggers, specify the exact criteria:
Survey Submission: Choose the specific survey to trigger the workflow.
Contact Tag: Select the tag that activates the process.
Form Submission: Indicate the form that will start the workflow.
Appointment: Determine which calendar or appointment type will initiate the workflow.
6. What happens if I don't apply filters to the triggers?
Without filters, the workflow will activate for any related event. For example, any survey submission, contact tag addition, form submission, or appointment booking will trigger the workflow.
7. How do I set actions for my workflow?
After defining your triggers, you can add actions that will execute once a trigger event occurs. These actions might include sending emails, updating records, or other automated tasks.