Workflows

  Documentation | Workflows

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Workflows allow you to create steps at specific points.

You can find workflow under Admin Settings > Workflows

Login

Login Workflows occur immediately after Logging in was successful (before Registration steps / if any)

Two Factor Authentication (new device)
This feature will check to see if this user has logged in from this browser before, if not and they have a valid mobile number, an SMS will be sent to them with a 5 digit number they will need to enter to continue.

 

Registration  

Registration steps are checked every time a user logs in also, so you can add these retrospectively to collect information in the future too.

Validate Mobile
If the user provided a mobile number on registration, this step will ensure it is working and connected. A 5 digit number is sent to the mobile for the user to confirm they received it. They can change the mobile number if it is wrong.

Validate Email
If the user provided an Email address on registration, this step will ensure it is working and connected. A 5 digit number is sent to the mobile for the user to confirm they received it. They can change the email address at this step if it is wrong.

Indigenous Status
If collecting statistics on Aboriginal and Torres Straight Islanders is important for Government funding or statistics, you can request the user add this as a registration step.

Collect Address
This feature checks to see if the user has added a preferred address, if not it will ask for it. The user can optionally skip this step and will be reminded each time they login.

Collect Supplier
This feature will check for a specific relationship type with a specific supplier type and if the user does not have one setup, it will prompt to select one from a type ahead list.

Example scenarios include:

  • Asking a member to select the RETIREMENT VILLAGE where they live.
  • Asking a Kindergarten staff member to select the Kindergarten they work at.


Generate New Member Number
This feature will set the USERNAME to the same as the USERID, making it a number by default. On setup we can set the next number to be the next number for your organisation (e.g 20000). 


MemberData


Mail Chimp Integration

Under Admin Settings > Integrations > Mail Chimp, there is a holder to add a mail chimp API code. You can get this from Mail Chimp under (Profile > Extras >API Keys).

Once you add a Mail Chimp API, you can turn on the Mail Chimp Integration, anytime a member record is updated, either by staff or the member themselves, a call to Mail Chimp with the email address and first name and last name is performed. It is saved in the default list as a subscriber.

Like all other Workflows, you can turn this on for just specific role types, for example just for Members. So that other roles like staff and administrators are not sent to mail chimp.

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