Automation
Workflows

AllTalk Support : How to create and modify a workflow

Click on the workflow tab 

  1. Click on Add workflow at the top right hand corner of the screen.

  2. Add an action to the workflow by selecting the orange plus sign in the center of the screen.

  • Time Delay - This allows the user to adjust when the next message will go out. The time frame is based on the last message sent.

    • Use can either choose a scheduled amount of time (Minutes, Hours, Days) or the user can set a specific time/day.

Time Delay

Specific

  • Text Message - This allows the user to customize their outgoing message.

    • User can enter the action name at the top: Ex : Text 1, Day 1 text, etc…

    • Enter message contents with segment counter at the bottom.

    • Include picture (Must be Jpeg or PNG)

    • Add variables: This will automatically insert data from the contact’s information into the message. Ex: First Name, Last Name, Zip Code, State, Email etc…

    • Insert rotating phrase - Syntax. This allows the user to set up rotating phrases to help with deliverability.

      • 1. Select Rotating Phrase

      • 2. Click on Add Phrase

      • 3. Enter the word(s) that will be spun with the Syntax separated by |.

        • (This is done by holding shift and \)

      • 4. Click Save

      • 5. Saved rotating phrases can be reused and added to any other workflow or redrip.

        • This can also be manually done in the text message with brackets on open and close of rotating word(s).
  1. Preferences

  • Add a name to the workflow

  • Set a tag for the workflow (Or create new tag). Adding a tag to a workflow will add a tag to the contact that the workflow was added to.

  • Set Pipeline stage - This will add a contact to a specified stage on pipeline once the workflow is added to a contact.

  • Workflow schedule will allow user to set up the times to where the workflow will be active. User can set specific days and times.

  1. Status
  • Select the status as Published to make the workflow active.
  1. Save
  • Once saved, the workflow is now active and the user can add workflow to contacts.

Change Workflow

  • Click on the workflow you want to change (either the name or the pencil on the right hand side)

  • User can change time delays and text messages.

  • User can change preferences by clicking on preferences at the top.

  • Change the name under workflow name, change schedule, add to pipeline stage or set up tags.

Reserve Phone NumberRedrips