Complex Operations Archives - Web Geeks

Creating A Workflow For Data Collection From Chat Widgets

webgeeks — Tue, 15 Aug 2023 19:34:23 +0000

Empowering Your Business With Data Collection Transcript ↓ Hi, I’m Allie, our AI powered, training personality. Data Collection is a vital part of running a business, you need to know who your customers are, and how you can help them. One of the ways we can collect information is via a website chat widget. But how do we configure that widget, to take the information it has been given, and send it to us? Today we are going to find out how! First, we need to head on over to automation in the left-hand sidebar and click on “Create new workflow” Then we need to select “create a workflow from scratch”. Then, we need to set the trigger, so just click here on the add trigger section. Our trigger is going to be customer input from the chat widget, so let’s scroll down until we find customer replied. Then We need to add a filter. The filter we are going to use is “reply channel”, Then we need to set where the reply will be coming from, so let’s select “chat widget” then select “save trigger”. After this, we need to tell the workflow what to do next, in this […]

The post Creating A Workflow For Data Collection From Chat Widgets appeared first on Web Geeks.

Creating Complex Workflows

webgeeks — Tue, 20 Jun 2023 20:35:21 +0000

Integrating Your Email With Web Geeks Marketing Platform Transcript ↓ Hi, I’m Allie, our AI-powered training personality. All businesses need structure to their work, be it, projects, or recurring processes. They need plans, backup plans, and reminders, to help keep everything on track. This next session will show you just how our software can simplify this process for you. So today I’m going to show you how workflows work. I will be using the recurring marketing workflows in this test contact. This would apply to any workflow though. First, to add a contact to the recurring marketing workflows, we need to add a tag. It’s this one right here, the .01 recurring program. Once that tag is there, they will be put into the first workflow. So you can see there’s an active enrolled there and that is the test contact. So this step here waits till the first of the month, but we’re not going to wait. So we’re going to force this to the next step and we’ll reload the page. And you can see there at this wait step, it will wait for the next Monday after the start of the month. So we’re going to force […]

The post Creating Complex Workflows appeared first on Web Geeks.