In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
To send a notification to someone other than the contact in the ongoing workflow, use the Send Internal Notification workflow action. To begin the process, click on the plus button in the workflow action button and select Send Internal Notification. This workflow action allows you to send internal notifications to team members when a certain event has been triggered, such as a new lead form being submitted.
Input the name of the Sender in this field. You can also click on the tag icon to use the custom value.
Input the Sender’s email here. You also have the option to use custom values to fill the email field.
Select who gets to have access to the contact. You can choose to send to all users, assigned user, custom email, or particular user.
ALL USERS
By clicking “All Users” you can link this contact to all the team members.
Assigned User
If the contact is already assigned to a user, you can decide to choose this type, automatically it links the contact to that user.
Custom Email
You can also send an email to the contact using your custom email ( i.e your Domain name).
PARTICULAR USER
You can assign the contact to a particular user by selecting the user. Usually for a contact who hasn’t been assigned to a user yet.
Type the subject of the email in this field.
By clicking here, you can choose from all the templates you have created.
In case you decide to customize your message, click on the “None” option in the Template section which will pop up the Message section. Type the body of the message here.
You can also use the “Custom values” **** and “trigger links” as you desire.
By clicking on this icon, you can add an attachment to this email.
The composed email can be tested here by inputting the demo email address. Click “Send Test Mail.
You can use your email address as your demo.
Type in the title of the notification in this field.
You can also click on the Tag icon on the right side of the Field to use the custom value.
This is the body of the mail. It is where you type the content of the message to be sent.
It also has a custom value icon on the upper left corner of the field.
Select the page you want this notification message to be redirected to.
Select who gets to have access to the contact.
Select who gets to have access to the contact.
By clicking on this field, you can select from the available templates
This is where you type the body of the message.
You can attach files by clicking on this icon
Add file through URL by inputting the URL into the field then, click on “+Add” to add the file.
You can test the composed message by typing a demo cellphone number and clicking on “send test SMS” to send the message. You can use your cellphone number as a demo, once you are satisfied with your .
