10 | Automation

10 | Automation

Adding a Workflowte

Go to Fan Engagement > Automation



Info
You can activate, deactivate or edit  by clicking on ''activate''. ''deactivate'' or ''edit''

You will have these options:
  1. Time before an event
  2. Time after an event
  3. Time after successful scan for event
  4. Time before an event a successful scan is made
  5. Time after event is bought
  6. Time after product is bought
  7. Time after item with tag is bought
  8. Time after tag added to contact

  Select when you want your workflowte to be sent:



Select how many minutes, hours, Days weeks or months.

Select the following options:
  1. Send a campaign - Emails your campaign
  2. Send me a notification - Internal notification
  3. Select your template - Selects your template
Next you will see a preview of the email template that you've selected:




If you are happy with your Workflowte you can proceed by clicking on the save workflowte button.

Automated Card Notifications in Boards

Step 1: Add Card Assignees to Your Template

Edit or create a board template and add the Card Assignee field. The assigned contact(s) will receive a notification when a card moves from one stage to another.
You can add multiple assignees from your Flowte contacts or create new ones.

Tip: You can also update an existing template to include the Card Assignee field.

Step 2: Create Your Email Notification Template

Go to Templates > Email Designs and create the email your contacts will receive when a card is moved.

Step 3: Set Up the Automation Rule

Go to Boards and click on Manage Automation.
Select Add Workflowte, then choose Time After Board Movement.

Pick the board, set the notification timing, and select the email template.

Once saved, the assigned contacts will automatically receive an email every time a card is moved on the selected board. This helps improve communication, keeps everyone in the loop, and enhances collaboration across teams and clients.