CRM

BHörmann
Contributor

Placeholder Sequence Workflows

SOLVE

We upgraded to Enterprise and really were looking forward for sequence enrolling in workflows. Now I am devastated to find no way of setting placeholder values. Am I missing something, otherwise this is pretty much useless. Are they expecting them not to be replaced?

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1 Accepted solution
BHörmann
Solution
Contributor

Placeholder Sequence Workflows

SOLVE

I found a janky solution @POrlikowski.

Using a workflow I store the costum objects information in dedicated properties on the contact. Then asecond workflow on the contact triggers a sequence using those properties to populate it. Once complete I delete the content. 

 

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6 Replies 6
BHörmann
Solution
Contributor

Placeholder Sequence Workflows

SOLVE

I found a janky solution @POrlikowski.

Using a workflow I store the costum objects information in dedicated properties on the contact. Then asecond workflow on the contact triggers a sequence using those properties to populate it. Once complete I delete the content. 

 

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POrlikowski
Participant | Diamond Partner
Participant | Diamond Partner

Placeholder Sequence Workflows

SOLVE

🙂 Glad you found a temporary walkaround. This challenge sounds interesting. If you'd want to get on a quick call so we pick our brains on finding a more elegant solution, let me know. 

POrlikowski
Participant | Diamond Partner
Participant | Diamond Partner

Placeholder Sequence Workflows

SOLVE

So to give more clarity.

You can send sequences where email templates include:
1. Personalisation => based on custom fields 
2. Placeholers => required to be manually personalized before enrollment
3. Manual emails => a task to send an email

Automated enrollment for the sequence through workflows works only with automated personalized emails (custom fields). Placeholders can't be used within automation because eventually, this wouldn't be automation.

If you still require to use placeholders because your team needs to manually update the sequence, then it could be a workflow that adds a task for a representative to enroll someone into a sequence because anyway, they need to do the manual work.

Screenshot 2023-07-12 at 14.46.40.png

BHörmann
Contributor

Placeholder Sequence Workflows

SOLVE

Thanks for the reply. Problem is that Custom Objects are for whatever reason not on the list of objects to be personalisation. I could use a workflow to store the info from the CO on the contact. However, since there is more than on at one point I cant. 

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POrlikowski
Participant | Diamond Partner
Participant | Diamond Partner

Placeholder Sequence Workflows

SOLVE

Hey,

You should be using variables based on custom fields. Placeholders are for manual research and entry.
What kind of placeholder values have you tried to automate?

BHörmann
Contributor

Placeholder Sequence Workflows

SOLVE

We have a multibe projects that can result from Deals, hence we have some CO with Pipelines and we want to status update clients assosiated with that project on pipeline status change. A Client can be part of more than 1 project and custom properties have to be shared. 

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