Allow the use of filters when setting up triggers, in order to give much more flexibility to target exactly who you want to communicate with
Matt Newman commented
- booking confirmation and sesssion confirmation for a specific session type, as session types might have different requirements or be for different client types (17 year old student, 37 year old business portrait)
- booking confirmation by resource, as we might want to give them different instructions based on what location they are reporting to.
- yearbook deadline notification by organization, grad year. We currently send out triggered reminders based on client status date, but we have to "game it" to make that happen. Would be more straight forward to trigger by organization yearbook deadline.
These are a just a few. But the common thread (for us) would be accessing Client and Session record details (organization, grad year, session type, session date) to drive automated emails that are more targeted to the recipient, rather than listing all possible information for all possible client types.
Before we can begin working on this feature, we still need to receive some practical examples of filters that you would like to use when setting up a trigger. Please post here. Thanks.
Please give us some examples of filters that you would like to use when setting up a trigger. Thanks.
Agree with all the comments below! Hopefully something that is rolled out soon.
To have this functionality would make things a whole lot easier...
This is something that would help incredibly with follow up communication. Definitely a capability that should exist.
Please add this it would be a huge help.