Objective:
Make a workflow
Create an automation for my Bookings
Automate my tasks
Set-up Traces
How do I create Task Automation for my Bookings?
Environment:
Event Temple Web App
Procedure:
You must be an Account Administrator to set-up workflows. If you do not see these steps, contact your admin!
Click Settings on the left-hand side of the app
Select Workflow from the Settings screen
Click on Workflow Templates
Click the New Workflow Template button at the top
Give your Workflow Template a Name
Add an action step, by clicking New Workflow Action Step button
Select the type of action you want to perform (i.e. set a task)
Give your action a name
Select when you would like the action to be performed
Select Save
Add more Action Steps as needed
Additional Information:
If you want to apply these workflows to your Bookings, see the steps outlined here.
When you apply a task as a step in a workflow, you can choose for it to be scheduled at a specific time, and you can select a specific Task Type.
When you apply an email template as a step in the workflow, that email will actually be sent automatically to the customer at the scheduled date.
You can use both tasks and emails as part of your workflow.
You can attach multiple Workflows to a Booking.
When an action has been done on a Workflow (email sent or Task created) a check mark will appear next to it.
You cannot see all the Workflows / Traces in one place at this point in time. You can see the individual workflows from within the Booking itself by accessing the Booking in question and clicking on the Workflows Subtab. You can also see the individual tasks in the Tasks List or Tasks Calendar once the due date has arrived.