Trigger Actions are the actions which specify what a workflow will do. You can have several actions on a single trigger which creates an And statement. This means that more than one action will need to happen to make the trigger work. For example, if the call count is 3 AND the disposition is Answer Machine, then send an email.
Below is a description of all the actions available for Workflow Automation. If you want to jump to a particular Action, you can do so below.
Trigger Actions
Email
Integration
Move
Status Change
SMS
Voice Broadcast
Ringless Voicemail
Field
Callback
Insert into Hopper
Schedule
This option will send an email to the email address added under recipients. An Email Template should be setup first prior in using this trigger action.
Active: Set Active or Disable
Skip if live call in progress: This will not process if the lead is currently on a call.
Use Agent email as sender: You can set the agent email as the sender. Useful if you want the agents to send these emails.
Dynamic Emails: This will use the Lead's emails. On the screenshot, only Email is listed but, if you have a secondary email, this will be listed as well.)
Email: You can add other emails to this action.
CC: Carbon Copy the email to others
BCC: Blind Carbon Copy the email to others
Email Template: You can use a custom template for this action. (Which is under Account > Email Templates)
Integration
This option will send the lead data to the third party CRM. There should be already a configured TalkPro Share and Adaptor to use this feature.
Move
This option will move the lead to another list.
In the "Move to List", you will need to specify which list the lead will be moved to.
Status Change
This option will change the status of the lead to the status of your choosing.
SMS
This option will send an SMS message to the lead’s mobile number.
Selected Dynamic Phones - choose a number that will accept SMS.
SMS Campaign - Choose your SMS Campaign
SMS Templates - Choose which template will be sent to the lead.
Voice Broadcast
This option will insert the lead to the specified VB Campaign.
Ringless Voicemail
This option will insert the lead to a specified Ringless Voicemail Campaign.
Field
This option will change the field data to a specified one.
You will need to click on the "+ Add Field" in order to add the field of your choosing.
Callback
System will automatically call the lead based on the number of seconds specified.
Insert into Hopper
This option will insert the lead back to the hopper based on the specified priority level.
Schedule
This tab schedules the action.
This can be today or in the future.
Note: You can identify the Trigger Events and Actions statuses by their text color. If the text is Blue, it means it's Active and if it's Red, it's Inactive.
