The Add Lead component is used to add a new lead into an existing Predictive/Progressive/QB/SMS/Email list through the workflow.
Name The name assigned to this component
Description Enter a description for the component
List Select which list to add the lead into from the dropdown.
Lead Specify the field in the table as well as the value that should be placed into the field.
Condition Type If the condition returns true, then the Action will be performed. If condition returns false, then the Action will not be performed. If there is no condition specified, the Action will always be performed.
A sample of a condition could be:
If you would like the system add a record into a list that that will be called back if the caller pressed ‘1’ in a menu, the Condition Type would be as follow:
Expression: workitem.digits == ‘1’
Click the + sign next to Lead for each field you want to be inserted in the new record.
In this example you will need to click the + sign 3 times as there are 3 fields to be entered.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.