eyenquiries: Creating a new automation rule
Rules are the elements that automate your workflow, and they’re simpler than you might think. They work on the basis of cause and effect. In eyenquiries, the cause is known as the trigger, and the effect is the activity.
In the top right, click on
> System Settings.
Click on eyenquiries in the sidebar.
Go to the tabs Enquiries & Registration > Workflow Automation.
Click on Create Rule in the top right.
Fill out the form that appears.
Click Save.
Activity: This refers to what activity will be triggered when the chosen action is performed. The sorts of activities you can choose from are the same as the ones you can create in the Upcoming Activities tab on an enquiry profile.
Type: Choose from a Task, Phone call, or Email.
Date (As Trigger Event): Choose when you’d like the activity to be triggered. This can be immediately after the action is performed, or delayed for a while.
Description: A description of the activity.
Select Template: This field only appears if you have chosen Email as your activity type. Here, you can select from one of your email templates, and every time the triggering action is performed, an email will be drafted up which can be sent if you want.
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