How To Set Up Automated Calls And Voicemail Drops in a Workflow
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Within the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops. Here’s a sample Workflow showing you how you can create this based on a tag.
Create a new Workflow.
In the Workflow builder, add a trigger for “Contact Tag” and determine which tag you want this to be based on.
Use the “Filters” to choose a specific tag.
NOTE: If you do not specify a certain tag, this will run on any contact tag. It’s important to choose the appropriate tag for your business use. Do you want the workflow to run off a tag based on appointment bookings? Or maybe a tag that you added to a marketing list of contacts you imported into our software? Choose that appropriate tag here.
Save this trigger and then add your Workflow actions.
In this example, we’ve added “Assign to User”, “Call”, “Voicemail”, and an “Internal Notification”. You can customize these communications as you’d like, adding or removing actions.
Save and publish the Workflow for it to function.