How to personalise communication with users?

Use Snippets - a tool that allows you to personalize the Action content in your Workflows, thus providing an even better user experience for everyone involved in the Processes.

Snippets are tags that, being inserted into new Actions (Email, SMS and form), dynamically insert data from the Application (e.g., regarding a Process, employee or other Role), personalizing the content associated with the Action.

Jak spersonalizować komunikację z użytkownikami_1

To use Snippets, go to the Actions edit screen and drag the appropriate element (Snippet) from the section on the right side of the screen to the Actions work screen (drag&drop mechanism).

💡 Examples:

You can create an Action, e.g., an SMS or Email, in which you use Snippets to inform a new employee about their first day at work, who their manager is, and what location they will be working in.

You can use Snippets in each new SMS, Email or Form Action, which apply to Process, Employee and each custom Role. Below is the list of available Snippets.

Jak spersonalizować komunikację z użytkownikami_2

Process:

ID
Workflow name - returns the name of the Workflow on the basis of which the Process is running
Key Date - returns the key date in the Process (learn more here)
Process Duration - returns how many days the process will last
Until the end of the Process - returns the number of days until the end of the Process (taking into account when the Snippet is displayed)
Progress in the Process - returns overall progress within the Process
First Action Date- returns the date of the first Action of the Process

Employee and roles:

ID
External ID
Forename - the forename of the employee or manager from the Process
Surname - the surname of the employee or manager from the Process
E-mail - e-mail address of an employee or manager from the Process
Phone - phone number of an employee or manager from the Process.

Technical:

URL
Name of application
Now (date)

☝🏻 Process, Technical, and Employee Snippets are available by default in the app. Others are created when you create Custom Fields for the Form. In each Custom Field, you indicate whether you want a Snippet created.

Need additional Snippets? No problem!

Learn how to create 👉🏻 custom categories, locations and custom fields - each of which will be an additional Snippet.

Remember to assign the user's category or location information in their profile - only then it will be substituted in place of the Snippet used. Read more here.

Some of the Snippets are powered automatically (such as forename, surname or e-mail). Others have to be filled in manually or (soon) fed by import via file.