The ability to use sequence behavior in workflows

Worklows should have to ability to use sequence completions or starts as trigger for following actions.

 

Example: A workflow that changes a contact property field should a sequence be completed.

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23 Commentaires
Nouveau contributeur

Yes please implement this functionality to have the ability to change statuses automatically as contacts enter and complete specific sequences to reduce the mundain manual updating of contact properties to keep things organized.  The "Now in Sequence" property doesn't work as needed.

Nouveau contributeur

We finally found a workaround!

This is only for deal level: 

We trigger a deal based workflow by using "at least one associated contact has now in sequence equal to true" - then you can set the delay with the amount of days how long your sequence usually lasts. Afterwards you use the same, this time with false: "at least one associated contact has now in sequence equal to false".

 

Then we set a pre-defined property which is doing the rest (e.g. you have another small workflows which moves the deal then to another pipeline/triggers a task or whatever you want.)

Contributeur régulier

Hi we have a workaround that may work for some of you. 

 

We use a "stamp" text in email body to identify a specific template in sequence. For example I put at the end of the template a unique referecence text like: Ref: seq-xyz  and paint it and use a small text size so the recipient will not notice it. The stamp becames something like this:

 

Ref: seq-xyz 

 

..at the last email line (if you prefer you can use a white text so it will became completely invisible)

 

To use it on a workflow you just need to have a condition that a engagement (activity) email sent contains in email body the stamp string (Ref: seq-xyz)

 

So the contact will be added to workflow everytime the email in sequence is sent with the stamp that matches the one you have used.

 

If you use this always take in count that  in some cases your customer will clearly see the stamp ref text you've used for him (for example in cases that it uses a email client that converts html email to simple text).