Workflows are automated communications that send when different actions happen within the platform.
These work on an "If this, then that" basis. To find out more about workflows, follow this link
Planning your workflows
When planning your workflows, it helps to start by looking at what communications you send most regularly. These may be booking confirmations, updates when a course date is cancelled or the sending and chasing of invoices and payments.
Automating your most regularly sent emails can save you so much time and free you up to do more important things.
There are three different types of communications that can be sent from the platform currently:
When completing your datasheets and documents, you will find an automated communications sheet which details many of the automated communications we're asked to set up most frequently. These may help you to think about the types of emails you would like the platform to send for you.
This is broken down into:
What the email is
Based on what update the email should send
When the email should send
The content of the email
What attachments should be sent
Workflow / Recipient
How and when it should send
Booking confirmation email - Delegate
When a delegate has made a booking, send an booking confirmation email to the delegate 2 minutes after
Delegate cancellation - Delegate
When a delegate has cancelled their place on a course date, send an email to the delegate 2 minutes after to confirm their cancellation
Delegate cancellation - Manager
When a delegate has cancelled their place on a course date, send an email to the delegates manager 2 minutes after to inform them of the cancellation
Low course viability - Administrator
14 days before the course start date, if the course does not have a good viability forecast, send an email to administrators warning them
Delegate certificate - Delegate
Once a course date has been updated with the status of "Completed", send an email to the delegate with their certificate attached
Invoice Overdue - Payer
Once an invoice due date has passed, send an email to the target to alert them