How To Create A Task Using The Trigger Menu?

How To Create A Task Using The Trigger Menu?

The "Triggers" menu provided by the Growth99+ application has wide utility in sending out SMS updates (CLICK HERE to know about SMS campaigns) and email alerts (CLICK HERE to know about email campaigns). Another important feature that the trigger menu offers is the creation of a new "Task". 

Here is how you can use the "Triggers" menu to create a new task and assign it to a clinic/doctor/business provider.

STEP 1

Once you log in to your admin panel, click on the "Triggers" menu.




STEP 2

You will see a page that displays a list of all the existing triggers. Click on the blue "Create Trigger" button on the right side of the page. (CLICK HERE to know how to create a trigger)




STEP 3

Enter a suitable title of your choice for the trigger, in the first data field on the new page that you can see. As an example, we have named the trigger "Consultation Reminder Call". Click on the blue "Next" button appearing below the data field for the name of the trigger. Select the module as "Lead" and again click on the new "Next" button that appears below.

Refer to the below image.



STEP 4

Now you need to choose the source of the leads that would be targeted by this trigger. Here we have selected the source as "Landing Page". Click on the "Next" button to continue.




STEP 5

This is the most important step of creating the trigger. You will have to select the mode of the trigger; which in this case would be the "Task" option. Type a suitable name for the task and select from the dropdown, the provider to whom you want to assign this task. Click on the "Next" button. In the next field, set a suitable time duration, after which the trigger would get activated.

Please refer to the below image to understand the concept with the help of the examples that we have used.



This means that a task has been created for Provider A to call up the leads to schedule a consultation for them. A trigger will remind Provider A of this task 3 hours after the leads are generated.


Do not forget to click on the blue "Submit" button to save the details of the trigger.


For more information, contact us at product@growth99.com



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