Automation Manager Update:
The automation workflow rule for the 'User' type now includes a new condition: "Member of Organization." This addition enables you to create automation rules that target users based on whether they are added to an organization or not. Click next to set up your actions.
In the Automation Manager, you can now create rules to share Deals with Partner Admins and Channel Managers. This feature allows you to manage and control who can access specific deals within different organizations.
To set this up, follow the steps below:
Create the Automation Rule:
Navigate to the Automation Manager and create the automation rule for the Deals you wish to share.
Once the rule is created, go to the 'Sharing' option provided in the dropdown.
Sharing with Partner Admins:
After selecting the "Sharing" option, navigate to the Partner Admin tab.
In the Partner Admin tab, you can search for and select the organizations with which you want to share the Deals.
Once the organizations are added, the Partner Admins associated with these organizations will have access to view the Deals.
Sharing with Channel Managers:
Similarly, you can share Deals with Channel Managers by selecting the Channel Manager tab.
Add the relevant organization groups where the Channel Managers are assigned.
The Channel Managers associated with these groups will be able to view the Deals in their accounts.
Saving and Finalizing:
After setting up the rules and selecting the organizations or groups, click Save to ensure that the changes are applied.
This feature provides enhanced control over how Deals are shared across Partner Admins and Channel Managers, making collaboration more seamless within the platform.
The Automation Manager Workflow now includes a new option called 'Run Instantly.' Enabling this option ensures that the updated action takes place immediately after the condition is met
A new notification option has been added in the Automation Manager, enabling users to notify the owners of deals via email directly from the workflow settings. This functionality improves communication and ensures timely updates for deal owners.
Access the Deal Workflow
Navigate to the Automation Manager section of your CRM.
Select or create a workflow for deals.
Edit the Workflow Rules and Actions
Locate the workflow rule you want to edit.
Click the Edit icon (as shown in the screenshot below).
Set Notification Rules
In the Notification section of the workflow, enable notifications for the desired recipients.
Options for recipients include:
Creator
Manager(s)
Owner
Manage-In User Group
Configure Email Notifications
Check the Email box to enable email notifications.
Specify the Subject and Message for the email notification.
Customize the content as required, such as:
Subject: [Deal(s) added to your workflow]
Message: Deal [Deal Name] has been updated. Please review the changes.
Save and Activate
Save the notification settings.
Activate the workflow to start sending notifications.
The notification feature in the Automation Manager ensures deal owners and other stakeholders are updated in real time. With this feature, you can:
Improve collaboration by keeping relevant users informed.
Streamline workflows by automating communication.
Enhance responsiveness to deal updates.
Leverage this feature to maintain smooth communication and efficient deal management.
Feature Update
The Automation Manager now includes a new feature that allows users to automate updates to registered deal lists. This functionality simplifies workflows by applying predefined updates to deals when specific conditions are met.
Steps to Implement Actions for Deal Lists
Create a Workflow for Deals
Navigate to the Automation Manager and start creating or editing a workflow for deals.
Define Deal Conditions
In the Conditions tab, create a condition to specify the criteria for deals.
Example: Filter deals based on activity values, deal stages, or other criteria.
Enable Actions for Updating Deals
Go to the Action tab within the workflow.
Enable the fields you wish to update for deals that meet the conditions.
Specify the new values or changes to apply to each enabled field.
Example: Update fields like "State/Province," "Zip Code," or "Address" for registered deals.
Save and Activate the Workflow
After configuring the actions, save the workflow and activate it to start automating updates for the deal list.
The Automation Manager now supports LMS-based conditions.
Enables automated actions based on user training progress.
Steps to Apply LMS Conditions in Automation Manager:
Navigate to Automation Manager.
Select Create New Automation or modify an existing one.
Add a condition node and select "LMS Completion Percentage.".
Define the completion criteria.
Save and activate the automation rule.
Key Takeaways
LMS tracking is now integrated into smart lists, scoring, drip campaigns, and automation.
Enables targeted engagement based on learning progress.
Provides better learning analytics and automation.
Improve efficiency by automating repetitive tasks.
Ensure consistency in deal data updates.
Streamline workflows for better deal management.
Use this functionality to maintain up-to-date and accurate deal records effortlessly.
New Workflow Conditions in Automation Manager:
Organization User Engagement Status
Organization User Activities
Organization User Record Data
Organization User Additional Data
Organization User Contact Custom Data
Steps to Apply User-Based Conditions in Workflows:
Go to Automation Manager > Organization Workflow.
Select Create New Workflow or modify an existing one.
Add a condition node and choose one of the new user conditions.
Define the criteria for filtering users.
Save and activate the workflow.
These enhancements provide greater automation flexibility and help organizations drive engagement based on user-specific data.
Key Takeaways
Enhanced Organization List Segmentation: Users can now filter organizations based on user data.
Improved Workflow Automation: Allows for targeted automation based on user records and engagement.
Better User Tracking & Reporting: Helps organizations gain better insights into user behaviors.