Workflow Configuration

Workflow configuration

From the main menu select Settings > Workflow Configuration

You will see a list of prepopulated workflows. At the top there is a plus Icon to add additional custom workflows.

Next to the existing workflows you will an edit pencil Icon  to edit it.

A Green play icon which will allow you to add the workflow to the Queue for processing

Please note that you will need to first go to message templates to create a template to add to the workflow. There is a guide on Message templates in the knowledgebase.

Click on the plus icon to create a new workflow. A Workflow edit box will populate to the right.

Name: Name of your workflow.

Description: A description of the type of workflow.

Notification type: Select from a prepopulated list of what type of notification this is.

Message templates: Select the message template you created from the list.

Dynamic group: Select the group of people receiving this message.

Maximum duration of run: Leave this at 60

Recurring: Select this if you want this workflow sent out at a scheduled time.

Recurring

Runs between: Workflow will go out between the times you select.

Recurs: How frequent you want it to go out. You can select weekly, monthly, or yearly.

End: Place an end date if you don’t want this to continue endlessly.