Custom Contact: What are Projects (WorkFlow)?

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Custom Contact Module
Knowledge Base 2.0 article 533

 

Custom Contact: What are Projects (WorkFlow)??

 

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Custom Contact is a powerful tool that can be used to build Workflow and Automation Systems utilizing Custom Letters, Custom Reports and a system scheduling tool called CRON. 

 

The Projects ( WorkFlow ) tool allows you to set up a SERIES of events that you want to perform on a given individual over a specified period of time.  (ie. follow up with a prospective student in the days, weeks and months after a recruiting event.)

Very much like a drip campaign, a project consists of one or more elements that are designed to  over a set period of time, each time,  performing one of four options:

  1. Send the letter as an email
  2. Send the letter as an sns (text) message
  3. Print the letter as a PDF document
  4. Post the letter to your Task Manager as a predefined item.

The timing of each element in the campaign is based on one of two predefined settings.

  1. Run a set number of days after subscription
  2. Run on a specific date.

 

Example:  ( days after user subscription ) do:

  • unchecked+1 day send email
  • unchecked+3 days  send sns (text) message
  • unchecked+ 7 days print PDF letter

     

Example:  ( on a specific date ) do:

  • unchecked2024-03-21 send email
  • unchecked2024-07-01 send sns (text message)
  • unchecked2024-10-14 print PDF letter

 

User Subscriptions and Custom Form Triggers

  • System administrators can subscribe any users to projects.
  • Users can be automatically subscribed to a project based on how they answer a SELECT TYPE custom form field element. 

Projects (WorkFLow)  jobs can be run manually from the Projects Directory, but they can also be set up to run automatically  as a CRON Job.

 

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