Pete Training 12/4/2024 - Creating and Using SMS, Task, and Email Templates in Workflows

Key Steps:

1. SMS and Email Templates:

- Access the templates section in the settings. - Select an existing template or create a new one. - Customize the template text, add images if necessary, and include property links. - Utilize hashtags for dynamic content like contact names. - Save the template for future use.

2. Task Templates:

- Create task templates for internal tasks like calling leads or managing offers. - Assign tasks to specific users, team roles, or default team roles. - Set due dates based on time offsets or specific dates. - Consider business and office hours for task execution. - Determine if tasks should recur and set the frequency accordingly.

3. Workflows:

- Create workflows to automate processes based on triggers like task completion or specific property fields. - Define conditions and actions within workflows, such as sending emails, SMS, or creating tasks. - Consider business and office hours for workflow actions. - Configure workflow steps sequentially with conditions and delays if needed. - Use workflow actions for business automation like stopping workflows, creating appointments, or changing property values.

4. Setting Business Hours:

- Access general settings to define business hours and special dates. - Ensure business hours align with your organization's operational schedule. - Set exceptions for holidays or specific dates when workflows should not trigger.

Cautionary Notes:

- Ensure templates are clear, concise, and relevant to the intended audience.- Double-check property links, dynamic content, and task assignments for accuracy.- Test workflows and templates in a controlled environment before implementing them in live scenarios.

Tips for Efficiency:

- Regularly review and update templates to reflect current information and messaging.- Use placeholders and dynamic content to personalize communications.- Monitor task assignments and workflow triggers to ensure timely and accurate execution.- Document any changes made to templates or workflows for future reference.
By following these steps, you can effectively create and utilize SMS, task, and email templates in workflows to streamline business processes and enhance communication efficiency. If you have any questions or need assistance, contact support at [email protected]