Automation¶
The automation app lets users craft custom workflows for users that automate some portion of the user’s journey. Triggered by some external action (e.g. responding to a form, clicking a link in an email, etc), users are enrolled in a workflow and then passed through a series of steps that either alter their customer record or send some sort of communication.
- Emails: Designing an Email
- Emails: Adding a Text Block
- Emails: Adding a Divider Block
- Emails: Adding an Image Block
- Emails: Adding a Button Block
- Emails: Adding a Preferences Block
- Emails: Adding a Social Share Block
- Emails: Adding a Social Follow Block
- Emails: Adding a Video Block
- Emails: Adding a Web Version Block
- Emails: Viewing the Performance of an Email
- Emails: Interacting with an Email
- Workflows: Adding an Ask Question Block
- Workflows: Creating a Workflow via an Automation Tab
- Workflows: Designing a Workflow
- Workflows: Adding a Dial by Extension Block
- Workflows: Adding a Dial by Name Block
- Workflows: Adding a Dial by Menu Block
- Workflows: Adding an Enroll in Workflow Block
- Workflows: Adding a Forward Call Block
- Workflows: Adding a Goto Menu Block
- Workflows: Adding an If/Then Block
- Workflows: Creating a New Workflow
- Workflows: Adding a Play Recording Block
- Workflows: Recording Audio with Your Microphone
- Workflows: Recording Audio with a Phone Call
- Workflows: Adding a Send Email Block
- Workflows: Adding a Send Internal Email Block
- Workflows: Adding a Send Internal SMS Block
- Workflows: Adding a Send Message Block
- Workflows: Adding a Send SMS Block
- Workflows: Adding a Set Goal Block
- Workflows: Adding a Set Variable Block
- Workflows: Adding a Speak Text Block
- Workflows: Adding a Time of Day Block
- Workflows: Trigger Types
- Workflows: Adding an Update Consent Block
- Workflows: Adding an Update Lists Block
- Workflows: Adding an Update Property Block
- Workflows: Adding an Update Topics Block
- Workflows: Adding a Voicemail Block
- Workflows: Adding a Wait Block
- Workflows: Viewing the Performance of a Workflow
- Workflows: Interacting with a Workflow