coreILLA - Workflow - Email & SMS Internal Notifications

In coreILLA, you can automate email and SMS notifications for different stages of the customer journey. Whether you're notifying clients, team members, or new leads, triggers ensure timely and relevant communication.

Setting Up Trigger Workflows:

Trigger Creation: Set triggers for specific actions (e.g., new lead capture or appointment booking).


Define Actions: Automate email or SMS notifications for each event.


Customization: Personalize messages for leads, clients, and internal notifications.


Workflow Automation: Use the automation builder to create seamless sequences of communication.

Use Cases:

New Lead Notification: Instantly notify sales teams or clients about new leads.


Appointment Reminders: Automate SMS reminders for scheduled appointments.


Internal Updates: Notify yourself or team members when leads or tasks are updated.

1. From your coreILLA dashboard, click on Automation

2. Click on Create Workflow

3. Click on Start from Scratch

4. Click on Add Trigger

5. Select an event like "New Lead," "Form Submission," or "Appointment Booked." or any other trigger which you desire.

6. Once the trigger is defined, choose the action you want to take place.

7. Click on Send Internal Notification

8. Select the kind of notification which you would like to set up here.

9. Personalize your email or SMS content based on your audience:

For clients, include a welcome message or booking confirmation.
For team members, provide lead details or task updates.
Include dynamic fields like {{ lead_name }} or {{ appointment_time }} to add a personalized touch.

10. Select the type of User you want to send the internal notification too.

11. Select the user you want to assign it to.

12. Click on Save Action

13. Next switch the workflow drafts to publish. And Save the workflow to get it running.

Examples of Trigger Workflows:

Client Notification for Appointments



Trigger: Appointment booked.



Action: Send an SMS to the client confirming the appointment time and location.


New Lead Alert for Sales Team



Trigger: A new lead is added to the CRM.



Action: Email or SMS sent to the sales team with lead details for quick follow-up.


Internal Notification for Deal Progress



Trigger: A lead moves to the "Proposal Sent" stage.



Action: Notify the account manager via email or SMS, ensuring timely follow-up.


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Benefits of Triggered Notifications:

Faster Response Time: Automated notifications ensure immediate responses, improving customer satisfaction.


Reduced Manual Effort: Saves time by eliminating manual follow-ups and notifications.


Consistency: Ensures all team members and clients receive consistent communication at the right time.


Scalability: Handle large volumes of leads and appointments without overwhelming your team.


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Conclusion

By utilizing coreILLA’s trigger workflows for email and SMS notifications, you can automate essential communications for both internal teams and external clients. Whether you're managing leads, appointments, or project updates, automating notifications ensures timely responses, enhances customer experience, and increases efficiency. Get started by creating your own custom workflows in coreILLA today!

Updated on: 12/02/2024