Thread Discussion

Hey <@U07TMEJC4LU>, You need to put a trigger which is based upon Communication

Then in Communication chose internal notification after that you can chose to who user you need to send email [you can make a email template also].

If you need more help you can Dm me.

Hi <@U08RL6KKQ6L> but problem is how i can add condition for based on _With Deals (our quotes) the timeframe of inactivity will depend on the product ...

we have there product which ar connect into deals so we want to which deal of qoutes ar inactive then depend on product it will trigger email notifica...

You can add the condition in that workflow and then after that you can add the email notification.

can you please show me how i can add this type condition ? i need it urgently actually

You don’t have enough logic defined in this statement for anyone to advise you on it. There is a huge dependency in the very first line: _timeframe of...

Step 1 :- First choose the Deals as a manual trigger. Step 2 :- Then put a specific property filter that you need. Step 3 :- Then make an internal ema...

Hi <@U08F3TRNBK3> can u tell me specifically what information i need to get client for this workflows <@U08RL6KKQ6L> step 2 there haven't this kind o...

“What is the timeframe of inactivity for each product line item?” “Is it the line item on the Deal or the line item on the Quote?” “If it’s the line i...

client sent me already timeframe of inactivity for each product line item.. line item on deal as i know that questioned i already ask to the client <@...

What is considered activity/inactivity? Is it internal? External? Rep sends email, client opens email? Is it updating a property? What defines activit...

client told me if any deals wasn't update last 90 days and then it will count as inactive and then based on product line item different timeframe noti...

Entry Criteria should be Deal’s Last Modified Date is more than 90 days ago

add whatever other criteria you need, like which Pipeline it’s in or whatever

Drop down

add a branch by line item

put notification action on each branch

i already did choose line item but i dont know how to add notification based on line item and different timeframe

really they should be using these features in the Deal board instead of sending emails that people will not read

You need to branch it by line item

<@U08F3TRNBK3> but how could i create branch based on line item? and what screenshot you sent is that another way of solution?

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Ordering is going to be key here because it’ll only go down the first branch it qualifies for. So you’ll have to prioritize your branches or you’ll ha...

i am trying give me 5 min please

here no plus option to select branch or do certain action

hit “next” to save it

but this is your entry criteria so i think this is wrong, because you are referencing a line item here and you should only be putting those in branche...

you also have “last modified date is last 90 days” when you want “last modified date is more than last 90 days”

I’m not trying to be rude but if you’ve never built a workflow before you should be honest with your team and the client about that instead of buildin...

<@U08F3TRNBK3> thanks i got it now so there i need just delay based on line items then will add trigger of every branch to send notification

make sure you unenroll them if they get updated

problem is client sent me 10 products line item so for specific 10 item i need to make 10 different branch and delay and then need to add email notifi...

is it the same email? just make one email action

and connect them back

yeah same 3 line item but some of them ar different email

reuse what you can and for everything possible, clone the action and edit it

Here i created for 2 item can u please check for me <@U08F3TRNBK3> and thank you so much for your help i dont know how I can thank to you:pray:

Yeah looks good! Just make sure you add the unenrollment criteria, or else you’ll need to branch the branches instead of using Delay. That’s more of a...

Basically we’re just waiting to see if they drop out of the workflow during the delay rather than deciding if they still haven’t edited it in 93 days

In-app notification is just the bell at the top right. I’m guessing you’re doing that instead of email here?

yeah and i have one question there is that unenrollment right where i need to add citeria again

That’s it!

And before you publish the workflow it will ask you to review it again and confirm it

another question how you connect like this screenshot

Hit the plus and then “go to action” should be an option

got it thank you so much sir another question is is there necessery check re-enrol option?

Yeah if they can go inactive more than once, definitely. Also not a sir :woman::skin-tone-2:

Oops sorry Madam

and <@U08F3TRNBK3> thank you so much for your help

sure, if you need help with it tomorrow just dm me