Overview
Convoso allows Admins to create different Email Templates to send their Leads. This article will walk through how Admins can automate certain tasks based on how Leads interact with email templates they receive.
Contents
Before You Begin
This Workflow Automation requires email templates to function.
- To learn more about configuring email templates, see Adding a New Email Template.
Adding a Workflow for Email Templates
1.) Click the CRM main menu.
2.) Click the Workflow Automation menu option.
The Show Workflow Automation page will open.
3.) Click the blue Add New Workflow button.
The Add Workflow New Workflow Automation page will open.
- Any new Workflow will be named New Workflow Automation until a name is created and applied in the Workflow General Settings section.
4.) Configure the Workflow General Settings:
- (A) Name: Enter a name to identify this Workflow.
- (B) Description: (Optional) Enter a short description for this Workflow's purpose.
- (C) Active: Toggle Yes or No to determine if the Workflow is Active.
- (D) Relation: Select Email Template in this drop-down.
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(E) Stop Workflow If: Select the Workflow's stop condition.
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Never: Workflow has no stop condition.
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Reached Status: Workflow will stop if the Lead has a Reached Status.
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Final Status: Workflow will stop if the Lead has a Final Status.
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Advanced Lead Filter: If Lead data matches the Advanced Lead Filter, the action will not trigger anymore.
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- (F) Skip if pending Actions: Enabling this setting ensures that the system will skip this Workflow if the Lead is pending any trigger Actions in this Workflow.
- (G) Enable Schedule: Enabling this adds two additional settings for specifying the Time Zone and operating hours for this Workflow.
- (H) Perform Action On: Select the percentage of time that the Workflow will perform its Actions.
- (I) All Email Templates: Toggle to Yes to link this Workflow to all of your Email Templates.
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(J) Select Email Templates: Highlight Templates with your mouse and move them to the Email Templates within this Workflow group.
- Move Individual Templates by clicking the < or > buttons.
- To move all Templates, click the << or >> button.
5.) Click the Apply Changes button.
When the page reloads, the Actions and Events sections will become available on the same page.
6.) In the Events section, click Add Event + in the box.
The Add Event window will open.
7.) Select Email Event in the Event Type drop-down.
8.) Select And or Or in the Operator drop-down.
9.) Configure the Email Event(s):
- (A) Add Email Event: Click this button to create the first email event.
- (B) Email Event: Select Open in this drop-down.
- (C) Operator: Select an Operator in this drop-down.
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(D) Value: Enter a value into this field.
- 1: Enter one for the Workflow to trigger if the Lead opens the email.
- 0: Enter zero for the Workflow to trigger if the Lead does not open the email.
10.) Click the Save button.
11.) In the Actions section, click Add Action.
The Actions window will open.
12.) Select your Action type.
To learn more about the types of Actions, see Types of Workflow Trigger Actions.
13.) Configure your Action as needed.
14.) Click the Save button.