Help Desk

Workflows allow a user to create automation based on actions and responses in TeamTexter

1. Select Administration on the left panel, then workflows.
               
   
2. Select Add Workflow
3. Provide a Name for the Workflow
4. Enter the Workflow Criteria. Options include:
   • When text contains this Word: Using the  sign allows you to add additional options to the condition
   • If a person contains this tag: Using the  sign allows you to add additional options to the condition
   • When a person has opted in
   • If a person opts in
   • If a person opts out
   • When a person is added to a specific Group (Multiple Groups can be added to the condition)
5. Enter the Workflow Result criteria. Options include:
   • Add person to specific Campaign(s). Only active Campaign(s) will display
   • Add to Group(s). Only active Group(s) will display
   • Add a tag(s) to a person. Multiple tags can be added at a time
   • Send a specific Text Message
   • Assign an Owner to the individual
   • Add to Opt in
   • Add to Opt out
6. Once workflow is created select  to save your workflow.
    

To view a listing of configured workflows, from Administration, select Workflows. 

1. To edit workflow select the Workflow name and make the required adjustments and 
2. To inactivate a workflow, select the ‘Active’ status verbiage in the Status column. The warning message will display, confirm to Inactivate.
3. To delete an existing workflow, on the right column select the  icon.  The Delete workflow warning message will display. Confirm the deletion. 

If there is an issue with an active workflow, you can use Workflow Alerts to get information on any errors generated while executing the workflow.