Start Condition:
There are around more than 30 options to choose Start Condition from.
Please Note: Most of the options which are within the start conditions dropdown are present at the 'Account' section of the client:
Options available at Account sections: Customer Type, Start date, Status, Process, Folder, City, State, Zip, Field Change, Google Language, Date Of Birth. All these options are straing forward and can be used as a trigger for the start condition.
Likewise, below options are as per the clients activities performed which will trigger the start conditions if they are used:
New Note: When a new Note is added under individual clients dashboard at Notes/Tasks section.
New Message To Client: When a new Portal Message created.
Invoice Created: This condition is triggered whenever a new Manual invoice gets created.
Payment: This is strainght forward, you can choose either if Payment Failed or Payment Sucessful.
Letters Due in/ Letters Printed/ Results Entered: These triggering conditions are related to the dispute letter Printing, Downloading and Entering Dispute Results as theie names themselves suggests.
New Message From Client: When a new Portal Message is received from the Client Portal this condition gets triggered.
Client Signed The Agreement: This condition will be satisfied if the client signs the agreement which is shown to him when he logins for the first time to his portal. If there are more than once agreement assigned to the client then all must be signed in in order to satisfy this condition.
Webform Submitted: Here you have to choose the 'Webform Submitted' within the Start Condition dropdown and its corresponsing WebForm Name within the second dropdown;
Once the relavent webform gets submitted then this condition gets triggered. It could be from Client, Lead or from Affiliate.
All Required Documents Uploaded: This condition is satisfied from the client portal; if all the required documents are uploaded by the client then this condition will get satisfied.
Reminder Due in: It is basically Dispute Expiration Days and you can set its value from Settings --> Credit --> Letter due in
Task Due in: This is the trigger for the Tasks which can be added under individual clients dashboard at Notes/Tasks section; the value within dropdown is the 'Days' which is basiccaly he number of days before this task is scheduled on.
Client Uploads Document: This condition too is satisfied from the client portal; when the client uploads any document under the Documents section.
SMS Reply From Client: This condition becomes true when customer replies to any of the SMS he/ she had received.
Monitoring Info Added By Client: When a client adds details related to Monitoring agency from their portal side, this condition gets satisfied. MY ACCOUNT --> Credit Monitoring Login Info section
Client Added Credit Card From Portal: When a client adds details related to Credit Card From Portal i.e. from BILLING --> Credit / Debit Card section.
New Score Added: This option is available at Scores --> ADD NEW SCORES; When a team member adds new scores for the client, this condition is triggered.
Recurring Invoice Due In: When the Start Condition is selected as 'Recurring Invoice Due In' it populated another dropdown of Condition Value to select number which is basically the
number of days before which this condition should get triggered w.r.t.the Recurring invoice is scheduled on i.e. on Recurring Date. You can set this up at Billing --> Billing Settings --> Recurring Date
Document Deleted From Portal: This condition will simply get triggered if client deletes any document under the 'Documents' section, at Client Portal side.
Manual Invoice Due In: This is similar to that of Recurring Invoice Due In but this is for Manual Invoices; i.e. the Invoices which are scheduled on specific Due Dates.
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