Follow-Up Paths are automated follow-up workflows that are triggered by an event that you specify such as a visitor filling out a visitor registration form and other events that you will require a follow-up sequence. These events will trigger and start an automated workflow of various options such as email and/or SMS messages and other ways use for follow up. On this page it will explain how to create the steps for creating your Follow-Up Path.
How to navigate to Follow-Up Paths
Step 1 - Selecting a Trigger
When creating automated workflows, you can define the criteria that will trigger your follow-up path. Follow-up path triggers are events that cause an automated workflow to run.
Trigger Criteria Options
Execution Delay tab allows you to schedule the time and day on when the created path steps will be triggered. E.g Send an email on Saturday at 10am. Though this is optional, skipping this step and tab will put all your path steps automatically to “immediate” execution. E.g Send an email. Once path has been activated and the path was triggered it will immediately send the email.
Label Filters allows you to filter answers from filled up forms, custom attributes and life events. Assigning a filter will determine if the path steps should be executed or not. When a custom attribute filter is added it should cause those with the specified attribute and attribute value present to make it through. However, if you select the checkbox to “Halt on Filter” this will have the reverse effect. When checked, instead of allowing the flow to continue of the custom attribute exists, the halt will prevent it from proceeding.
See sample below
Follow-Up Path Trigger is When Assigned to a Group (Sample Group: Sunday Bake Day)
*1st Path Step is to Send an Email
Execution Delay- Immediate
Label Filters/ Custom Attribute -Allergies/Peanuts
Halt on Filter – Checked
*2nd Path Step is to Request a Form Completion
Execution Delay- Immediate
Label Filters- None
Halt on Filter- Unchecked (automatically since no label filter was selected)
- John Smith was added to the Sunday Bake Day Group
- The follow-up path was triggered
- John Smith has a custom attribute saved on record as Allergies to Peanuts
- 1st Path Step which is sending an email will be cancelled (this path step will not push through) as halt on filter (allergies to peanuts) was assigned. System detected that John Smith has a custom attribute saved on record as (Allergies to Peanuts)
- 2nd Path Step which is a request to a form completion will proceed as there is no label filter set on the step.
Step 2 - Creating your Follow-Up Path
Sample of a simple follow-up path flow created for a First Time Visitor