Workflows are automated tasks which can be triggered by certain events in Vega. They can be used to send email documents and alerts as well as automate tasks.
Adding a workflow to send an email after a set number of days
Workflows triggered by attributes mean that once a specific attribute is added to a contact, an associated workflow will be triggered.
Navigate to the admin panel and click on 'Attributes'.
Select an 'Attribute Type' from the list and select the 'Attribute' you wish to add the workflow to. Next click 'Add Attribute Rule'.
Select the workflow document you would like to send using the automated workflow from the drop-down list. Next, select the workflow rule 'Send Days After' and then add the number of days to the rule value field and click 'Add'.
Adding a workflow attribute rule to a supporter
Workflow management can be used to create an exciting and supportive assistant you can rely on to do repetitive tasks.
Just for exposition, here is a further example, a membership renewal. The Supporter has a membership that is due to expire. One month before expiry the supporter gets a letter or email requesting a renewal.
For those who don’t renew, a second email is sent perhaps one week before the expiry date.
A reminder email is sent two weeks after expiry and a second reminder 4 weeks after.
The remaining un-renewed supporters are placed in a phone call program for follow-up.
This may not correspond to your renewal process, but the workflow engine can accommodate any renewal process.
The Volunteer has a certification (Health & Safety) due to expire. One month prior an email is sent with a link to a renewal web form. Two weeks prior and so on, as per membership renewal.