Simply Stakeholders

Automated Workflows can be set up for Stakeholder or Interaction records. A range of workflows are available to be assigned. For information on enabling Automated Workflows for your account, please contact your Customer Success Manager.

Navigate to Tracking &amp; Data Organisation &gt; Automated Workflows

Choose whether your workflow will relate to a Stakeholder or Interaction

Set the Trigger: When 'x'.... ​

Set any filters or conditions "If": ​

NOTE: if you are adding an "Send email to" action, you will need to press the 'Enter' key to enter the email address correctly: ​

Then Save your Workflow. Tick Publish your Workflow to set the Workflow as live. If you leave the Publish button unticked, your Workflow will be saved as a draft and can be published at a later stage. ​

Your workflow will now be live and able to be edited or toggled off from the Workflow Automations module: ​

You will receive email notifications if you have set them up like below:

1. Navigate to Tracking &amp; Data Organisation &gt; Automated Workflows
2. Give your Workflow a name
3. Choose whether your workflow will relate to a Stakeholder or Interaction
4. Set the Trigger: When 'x'.... ​

5. Set any filters or conditions "If": ​

6. Set your action "Then":
 
 NOTE: if you are adding an "Send email to" action, you will need to press the 'Enter' key to enter the email address correctly: ​
7. Then Save your Workflow. Tick Publish your Workflow to set the Workflow as live. If you leave the Publish button unticked, your Workflow will be saved as a draft and can be published at a later stage. ​

8. Your workflow will now be live and able to be edited or toggled off from the Workflow Automations module: ​

9. You will receive email notifications if you have set them up like below:

Please note that relationship health score workflows are run every 30 minutes, while no new edits/interactions are run daily.

You can set up automated workflows within Simply Stakeholders to automate actions based on key triggers.