{"id":4080,"date":"2017-06-29T15:44:43","date_gmt":"2017-06-29T13:44:43","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=4080"},"modified":"2017-11-16T10:38:17","modified_gmt":"2017-11-16T09:38:17","slug":"how-can-i-automate-processes","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/how-can-i-automate-processes\/","title":{"rendered":"How can I automate processes?"},"content":{"rendered":"<p>MiniCRM can send notifications to the <a href=\"..\/how-to-manage-users\/\">users<\/a> (colleagues)\u00a0and to your clients as well.<\/p>\n<h3>Most common examples:<\/h3>\n<ul>\n<li>You can receive an <a href=\"..\/steps-of-follow-up-sequences\/\">email notification<\/a>\u00a0if the\u00a0team could not sell to a Qualified lead.<\/li>\n<li>An email <a href=\"..\/steps-of-follow-up-sequences\/\">notification<\/a>\u00a0can be sent to the client\u00a0if their order has been shipped.<\/li>\n<li>A <a href=\"..\/steps-of-follow-up-sequences\/\">notification<\/a>\u00a0can be sent to the customer service representative\u00a0if a <a href=\"..\/helpdesk-module\/\">ticket<\/a>\u00a0has not been processed yet.<\/li>\n<\/ul>\n<p>You can define when the processes should start by creating <a href=\"..\/how-to-create-templates\/\">filters<\/a>.<\/p>\n<p>You can define what will be sent by creating <a href=\"..\/how-to-create-templates\/\">templates<\/a>.<\/p>\n<p>You have to decide the recipient and the date of the sending by setting the steps of the <a href=\"..\/steps-of-follow-up-sequences\/\">follow-up sequence<\/a>.<\/p>\n<h3>Follow the steps below to set a follow-up sequence:<\/h3>\n<ol>\n<li>Create the <a href=\"..\/how-to-create-templates\/\">template(s)<\/a>.<\/li>\n<li>Create a <a href=\"..\/how-to-create-templates\/\">filter<\/a>. Save the filter\u00a0and click the Follow-up sequence button.<\/li>\n<li>You have to decide whether you would like to send notifications to those who are already in the <a href=\"..\/how-to-create-templates\/\">filter<\/a>\u00a0or only to those who will get into the filter after the follow-up sequence has been created.\n<ol>\n<li>If the Only new projects field is checked, only those will receive the message who got into the filter after you clicked on Add.<\/li>\n<li>If it is not checked, the messages will be sent to those as well who are already in the filter.<\/li>\n<\/ol>\n<\/li>\n<li>Click the Add button.<\/li>\n<li>Define the steps of the <a href=\"..\/steps-of-follow-up-sequences\/\">follow-up sequence<\/a>.<\/li>\n<li>Click\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2937\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/activate-e1492693011779.png\" alt=\"activate\" width=\"61\" height=\"25\" \/>\u00a0in the top right-hand corner.<\/li>\n<li>Let the system do the work for you and <a href=\"..\/what-results-are-produced-by-follow-up-sequences\/\">analyze the results<\/a>.<\/li>\n<li>If you do not need a follow-up sequence anymore, click the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2938\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/inactivate-e1492693027119.png\" alt=\"inactivate\" width=\"70\" height=\"25\" \/>\u00a0button.<\/li>\n<li>If you do not want to use a follow-up sequence in the future, you can move it to trash by clicking the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-944\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/lomta\u0301raza\u0301s-gomb.png\" alt=\"lomt\u00e1raz\u00e1s\" width=\"23\" height=\"25\" \/>\u00a0icon next to\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2938\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/inactivate-e1492693027119.png\" alt=\"inactivate\" width=\"70\" height=\"25\" \/>.<\/li>\n<\/ol>\n<div class=\"alert alert-danger\">DO NOT modify the <a href=\"..\/how-to-create-templates\/\">filter<\/a>\u00a0after the follow-up sequence was activated. To modify something, you have to inactivate the follow-up sequence first, create a new filter then\u00a0set a new follow-up sequence.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>MiniCRM can send notifications to the users (colleagues)\u00a0and to your clients as well. Most common examples: You can receive an email notification\u00a0if the\u00a0team could not sell to a Qualified lead. An email notification\u00a0can be sent to the client\u00a0if their order has been shipped. A notification\u00a0can be sent to the customer service representative\u00a0if a ticket\u00a0has not [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[409],"tags":[440,444,464,486],"class_list":["post-4080","post","type-post","status-publish","format-standard","hentry","category-send-message","tag-filter-en","tag-follow-up-sequence-en","tag-project-en","tag-template-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How can I automate processes? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"MiniCRM can send notifications to the users (colleagues)\u00a0and to your clients as well. 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