We are looking to create some sort of workflow around four actions we need our customers to take. The four actions are: Fill out a form, upload two files, and make a payment. Is there a workflow to track these actions to a company and to notify them when they have completed an action and what actions are still missing?
Thank you!
Hi @APrzedwiecki,
Yes, this depends on how exactly you want to notify customers via email. Notifying them that the completed step 1 and that they have yet to complete step 2 is one thing. I assume you would also want to remind them that a step is still pending?
In general, here’s how I would set this up:
- Workflow 1
- Enrolls contacts when they become a customer
- Sends them an automated email that encourages to submit a form
- Delays for 7 days
- Sends them an automated email that reminds them to submit the form
- (In the workflow goals, specify the form submission as a workflow goal so that contacts are ejected the moment they submit the form and aren’t reminded.)
- Workflow 2
- Enrolls contacts when they submit the form
- Sends them an automated email that encourages them to upload files
- Delays for 7 days
- Sends them an automated email that reminds them to upload the files
- (In the workflow goals, specify the file upload as a workflow goal so that contacts are ejected the moment they upload the files and aren’t reminded.)
- Workflow 3
- Enrolls contacts when the file upload fields are filled / known
- Sends them an automated… etc
Let me know if you have any follow-up questions!