eyenquiries: Introduction to workflow automation
When managing enquiries, there are certain actions that have to be repeated over and over again. Confirmation emails, phone calls, tasks – if there are things that recur in the process of moving an enquiry through the pipeline, they can be sped up through automation.
Workflow automation in eyenquiries works through settings up Rules, whereby activities (Email, Task, Phone) are triggered by certain actions. For example, by default, when an enquiry is moved into the Visit stage of the pipeline (the trigger) an email template for a booking confirmation is drafted up and can be sent (the activity).
You have the option to Skip an automation event each time it triggers by checking the Skip box.
All of the default automation rules create Email activities, but you can also set up rules where new Tasks or Phone logs are created upon receiving an enquiry, for instance. Do whatever suits your setting.
Related Articles
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 > ...
eyenquiries: Creating a custom email template
In eyenquiries, email templates are an important part of workflow automation. Instead of typing out a new email for every communication, you can use a template, which will fill out certain keywords with information stored in the system. This allows ...
Introduction
Welcome to Step 5 of the Getting Started guide! If you’ve reached this point, you should have completed the Explore More training call, and you’ve probably learned how to use the essential features of eylog and eymanage. Step 5 expands the scope and ...
Introduction
Welcome to Step 4 of the Getting Started guide! Now that you may have completed your Q&A call, let's look at more features of eylog and eymanage. For both, we’ll look at how to invite parents to view aspects of the system. For eymanage, we’ll walk ...
Introduction
Welcome to Step 2 of the Getting Started guide! Now that you've had your Welcome Call, let's explore some of the basic features on eylog and eymanage in this step. We will look at how to set up groups/rooms, add children and staff to the system, and ...