Customizing the Conditions
The Automation App comes with the ability to customize the Conditions of the Automation process. What this means is, users can dictate what the Automation app will do when something happens or doesn’t happen and what the app will do every certain amount of time.
True/False Condition
- Lets users dictate what happens if something happens or doesn’t happen through True or False branches
- Example: If A is True, then this will happen. If A is False, then something else will happen.
- Allows for multiple scenarios to be dealt with through Automation
Timer
- Specify what happens at certain intervals
- Example: Every 15 minutes, a Customer is sent this specific email
- Users can also customize to specify the exact date and time for the action to occur
Customizing Communications
The communications are at the heart of the Automation app. This is where users can specify what action the app should take. Whether emailing, texting, tasking or sending a survey, users have full control of customization.
Email
- Customize your email templates and select which one to use
- Choose who to send the email template to
- Specify the sender of the email
Text
Send a text to a customer or anyone else within ProDBX
Choose from a template or create your own message on the spot
All texts sent through this will be sent from ProDBX
Tasks
- Set the Automation process to create Tasks and Reminders for individual
- Prioritize Tasks over others using the Heat level function
- Choose whether or not you want the Task due immediately once it has been made
Survey
Create your own Surveys through the ProDBX Reputation Management app
- Choose which Survey the Automation app will send out
- Create multiple Surveys for multiple situations, such as promoting positive reviews
Selecting the Automation Process
Once a DigiForm has been completed, users can select which Automation process they want to run when customers fill out the DigiForm.
- Create your DigiForm using our DigiDocs, DigiForms, & DigiSign App
- Within the Settings tab, scroll down until you see the Automation dropbox
- Select the Automation process you want to be run after the Customer completes the DigiForm
Explore Other Features
Task Management
Our Task Management isn’t just your standard app. Aside from letting users create tasks for one another, it can integrate seamlessly with your CRM to create tasks within Customer profiles. The Automation process allows for task creation as well.
Reputation Management
Cultivate your company’s public image and credibility with the ProDBX Reputation Management system. Use this software app to promote positive reviews and handle negative ones. Create surveys to oversee your company processes or to further promote positive reviews.
Integrated Email
Our Integrated Email app merges effortlessly with our CRM app. Send bulk emails, group emails, or email templates to customers within ProDBX right on the spot. Create custom templates for everyday use or for those rare occasions so you can always stay on top of your game.
Next app: DigiDocs, DigiForms & DigiSign
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