Workflow Action: Lead Update Component

Workflow Action: Lead Update Component

Overview

When dialing or messaging from a list in a Predictive/Progressive/QB/SMS/Email campaign, the Lead Update component can be used in the workflow to be able to update the status of the lead to callback or remove from list.

Configuration Options

Name The name assigned to this component
Description Enter a description for the component
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.
Callback Select when this lead should be called back from the dropdown list.
Action Select the action that will be taken on this lead from the dropdown list.
Disposition Select the disposition to be assigned to this lead from the dropdown list.

In the following example, the Lead Attempt component will have been used prior to this component in the workflow and the variable used in the Lead Attempts component would have been called attempts:

If you want set the lead to callback in 30 minutes if it is the first time the lead has been called:

The Condition Type would be as follow:

Expression: workitem.data.attempts == 0 <-- Attempt number 0 would be the first time a lead was called, Attempt number 1 would be the second

  • workitem.data.attempts would be entered in the first field
  • ‘==’ would be selected from the dropdown
  • ‘0’ would be entered in the last field
  • Select 30 Minutes from the Callback dropdown list.
  • Select the Callback from the Actions dropdown list.
  • Select the appropriate Disposition to assign to this attempt from the dropdown.

NOTE: The time ranges for callbacks are: MORNING(7, 12), AFTERNOON(12, 18), EVENING(18, 19).

Click Here to Download Linked File

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.