Option to Select Which Pre-event/Post-event Workflows a Lead is able to be Enrolled In
complete
A
Austin Massey
I have clients who book weekly, bi-weekly, or monthly events and I would like to not spam their inbox with 8+ repetitive Pre/Post-Event emails per individual event.
May be as "simple" as a dropdown with checkboxes on the lead page to select which automatic workflows they're able to be enrolled in or not??
Daniel Rediger
updated the status to
complete
We just released Workflows v2, including the ability to use conditional logic to determine when a workflow is triggered.
You can now avoid sending all the standard emails to certain clients by filtering certain contacts out of a workflow.
For example, on the trigger you could filter for "Contact is not {contact email}" and that trigger will not fire if the contact matches.
Learn more about the "Only start when" filters on triggers: https://docs.flashquotes.com/workflows/triggers#only-start-when
A
Austin Massey
TBH, I'm not using the native Pre/Post Event workflows in FQ for this reason.
Currently I'm achieving this with Zapier triggering my Pre/Post Event followup emails/texts and it searches for a specific tag on the Leads profile within my CRM to manage this and works well 85% of the time, but sometimes it gets confused with which Event information it should be sending to the client, especially when there are multiple contacts from the same lead who are each booking regular events and my system is sending the wrong links to everyone, so the goal is to ensure the people who need those pre/post event followups are getting it while also ensuring the event details being sent are ALWAYS for the appropriate event, AND those who don't need all the followups are not getting blasted. 🫶
Daniel Rediger
Austin Massey: Great context - our update workflows will make sure to accomodate this flexibility!