Workflow Action: Create Marketing User Task

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This workflow action allows you to set up user tasks to be created and assigned to contacts in the system based upon enquiries. The user task will be able to capture the opportunity cost and name of the course associated with the enquiry. This task is particularly useful in tandem with our WordPress plugin or a Custom API Integration which allows students to submit enquiries through your website.

Settings

 

Workflow

 

New Automated Task

Create a marketing user task upon enquiry via Workflow

With this action, you can set up user tasks to be created and assigned to contacts in the system based upon enquiries. The user task will be able to capture the opportunity cost and name of the course associated with the enquiry.

This task is particularly useful in tandem with our WordPress plugin or a Custom API Integration which allows students to submit enquiries through your website.

This action will only be able to run based on Enquiry Event triggers.

  1. Set the Name of the workflow task
  2. Select Create Marketing User Task as the workflow Action
  3. Set the Name of the marketing user task to be created
  4. Set the Description of the marketing user task to be created
  5. Assign the Task Owner - by default this will be set as the class owner
  6. Assign the Task Requester - by default this will be set as the account API user
  7. Select the Priority of the task
  8. Set the Due Date of the user task
  9. Set When to Run the task
  10. Click Save Automated Task
 

Tip: Tasks can be assigned to different contacts based on which course the enquiry is for. This is achieved by setting a condition for particular Workshop Types or Qualifications to apply to this Automated Task.

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