Steps of follow-up sequences
On the right side, you can see the optional steps
- Email to account: If you choose this option, a pre-written email template will be sent by the system.
- SMS to account: This option is only available if an active phone number is set in the terméke. An SMS template is sent by the system.
- Email to user: An email template can be sent to you or one of your colleagues.
- Task to a user: This step may be the most useful one. Reminders can be sent to your colleagues within the system to assure that everything is progressing well and nobody forgets about performing a task.
On the left side, you can see the steps that are already set
- Drag and drop the necessary steps from the right side.
- You can edit the steps on the left side.
- In the Delay days field, you can define that when a card satisfies the filter conditions how many days should the system wait before executing the step.
- In the Timing field, you can define that when should be the step executed.
- You can only add pre-written templates. That’s why it is recommended to create them in advance.
- When sending an email/SMS, the sender could be anybody who has access to the terméke and the terméke’s central mobile number can be selected as well.
- If you are going to send an email to a user, choose the recipient carefully.