Use the "Email" or "SMS" Actions for this purpose. Match the information presentation format to the process stage or content volume.
SMS
An SMS action automatically sends a pre-defined message to the User's phone number.
☝🏻 It's important to complete the number in the User's profile!
The message is sent at a specified time, according to the Workflow configuration.
SMS messages can include:
- an invitation to log in to Gamfi,
- a new task to complete in Gamfi,
- welcoming a new member of the team,
- important information before the first day of work.
The sender of the message sent in the Process is GAMFI. In SMS Actions, you can use Snippets to personalize the communication.
How to add an "SMS" Action to a Workflow?
As with other Actions added to a Workflow, drag and drop the "SMS" tile in the workflow builder to the appropriate location in the prepared path.
In the "Editor" tab, prepare the task content, which can be previewed in the "Preview" tab.
The SMS Action has the same settings as other Actions: you can configure the Name, Recipient, Delivery Time, Due Date, and set the conditions for including it in the Process.
The Email action automatically sends a pre-defined message to the User's email address.
The message is sent at a specific time, according to the Workflow configuration.
Emails can include:
- an invitation to log in to Gamfi,
- a new task to complete in Gamfi,
- new HR forms to complete,
- welcoming a new member of the team,
- selecting a welcome pack,
- important information before the first day of work,
- notification of a new employee.
You can use Snippets in an Email Action to personalize the communication you send.
How to add the "Email" Action to a Workflow?
As with other Actions added to a Workflow, drag and drop the "Email" tile in the Workflow Builder to the appropriate location in the prepared path.
In the Editor tab, prepare the task content, which can be previewed in the Preview tab.
The Email Action has the same Settings as other Actions: you can configure the Name, Recipient, Delivery Time, Due Date, and set the conditions for including it in the Process.