MoveBoardDo is what a workflow actually does. A workflow has one or more steps; they run in order, top to bottom.
Add a step
- Open the Do card (the last part of the sentence).
- Press Add a step and pick one.
- Fill it in. Under each step, Reads: says it back in words.
- Use ↑ and ↓ to change the order, Remove to take a step out.
The steps
| Step | What it does |
|---|---|
| Send an email | Sends one of your email templates to the order's contact. Press Pick the email template to choose; the picker shows each template as the customer sees it. |
| Send a text | The same, with a text template. |
Send to: Customer or Estimator
An email step on a survey moment (an in-home or virtual survey is booked, scheduled, done, or the day before it) — or with a template made for the estimator — has a Send to box:
- Customer (the default): the order's contact, as above.
- Estimator: the estimator named on the order's survey, at their staff email. The email goes from the company, like your team notices.
The built-in workflows on the estimator's moments ("an in-home estimate is scheduled", "the day before an in-home survey (the estimator)", and the virtual ones) are set to Estimator — so an "Estimator Reminder" template reaches the person going to the survey. A text never goes to the estimator: their phone number is private.
| Send the deposit link (text) | Texts the customer their link to reserve with a deposit — the same text as the order's Text link. It goes only while the order is Can Book Online. |
| Send the inventory link (email + text) | Sends your inventory-link email and text — the same as the order's Request inventory. |
| Send a document to sign | Sends one of your custom documents by email or text, with the default message or a template you choose. The customer gets their own link to sign; a document they already signed is not sent again. |
| Create a task | A task with your title for someone, due now or later, of a kind (call, email…). See Tasks made by workflows. |
| Tell a teammate | A short message to people in the office. It arrives like a shared note — bell, email or text, the way each person chose. |
| Change the status | Moves the order to the status you pick. |
| Flag the order | Add the flag or Take off the flag. |
| Give it to a sales rep | Assigns the order to the person you pick. |
| Start drip campaign | The customer joins one of the branch's running drip campaigns (Marketing › Campaigns) at its first email, even if they are not in its segment. Each person goes through a drip once. Someone on the Do-not-email list or unsubscribed gets nothing. In a Canadian branch they need written consent on file. |
| Stop campaigns for this person | Takes the customer out of every running recurring and drip campaign, and the campaign emails still waiting for them are not sent. It is not an unsubscribe: a later campaign can still reach them. |
A step that needs a template shows its subject and an eye: Open full preview shows the real email or text, filled in with an order's details.
Picking the template
Pick an email / Pick a text opens a large window: the templates as cards on the left, grouped by topic, and on the right the one your pointer rests on, at full size so you can read it — the whole email at its real width (scroll down for the rest), or the whole text in a phone bubble with its characters and parts. Many templates have similar names, so read the one you mean before you click it. Open full size shows that email (or text) in a bigger window with its subject, who it's from and who it goes to; Close brings you back to the picker. Click a card to use it.
What every step checks
Each step reads the order as it is when the step runs:
- Emails and texts go through every rule a message follows — unsubscribes, STOP replies, numbers that can't receive texts, your texting being switched on.
- A template that has been switched off or deleted is skipped, and the log says so.
- A task or a note with nobody to receive it — no sales rep on the order, nobody in the position — is skipped: nobody is the sales rep on this order.
- A status the order already has, or a flag it already has, is skipped: it already is.
- A step that went is never repeated, even if MoveBoard is interrupted halfway through a workflow.
Every outcome is in the workflow's log — see The run log.
Who the message comes from
Emails go from the order's sales rep with your company's header and footer. A deposit or inventory link sent by a workflow is logged on the order as sent by Workflow "…", so you can tell it from one the office pressed.
If something goes wrong
Save is refused until each step is complete:
- Add at least one step.
- Pick an email template. / Pick a text template.
- That template no longer exists.
- That is a text template — use "Send a text" for it. (and the other way round)
- A text never goes to the estimator — their phone is private. Send them an email.
- Only a survey moment or an estimator's template can email the estimator.
- Pick a document.
- Give the task a title.
- Say what to tell them.
- Pick a status. / Pick a flag. / Pick the sales rep.
- Pick the drip campaign.