Question

Photo of Dillan Cagnetta

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workflow help: email newly entered Persons to a group for follow up

1

Does anyone know how i can best implement this:

I want to enter a New Believers information and have that Person be emailed to a follow up department which will call the person.

The person responsible for follow up will then make a note on the feedback

  • Photo of Dillan Cagnetta

    0

    Hi Frank

    I made the following workflow and then created a new "Person Workflow Trigger" that uses it

    1. Initial Entry Sends the persons information to the department responsible for doing follow up & waits for them to complete the feedback.
      Actions:
      1. Set Person
      2. Persist the Workflow
      3. Rename the Workflow
      4. Send to Follow Up Department
    2. Follow Up Department Feedback In this step a Follow Up Department member will do follow up on the individual and provide necessary feedback.
      Actions:
      1. Assign To Worker
      2. Capture Feedback
    3. Complete Notifies the Pastor that follow up has been completed, and marks the workflow complete.
      Actions:
      1. Notify Pastor (send email)
      2. Complete the workflow

    If you need more details, let me know