Workflow Processes – Sit back and let your marketing campaigns send themselves.
Friday August 1, 2014
Workflow processes are an integral part of Microsoft Dynamics CRM, designed to automate business process without the need for any user interaction. Once they’re established, they will work away in the background, completing tasks whilst you concentrate your efforts on other things.
As luck has it, they go hand in glove with the Go eComms module (email and SMS), allowing for the automation of marketing campaigns. This gives us a great opportunity to get creative with our marketing, ensuring timely delivery of targeted messages, all happening whilst we wonder over to the coffee machine thinking about the next big idea for our strategy.
What sort of eCommunications can be triggered with workflows?
Workflow processes are a powerful tool. You can set up something as simple as an e-birthday card within minutes. Once created it will be triggered each day to those customers whose birthday it is. Just the same with an SMS message, which although provide a simpler message, pull read rates of over 90%. Make it a relevant message to the individual, appropriately timed and you’re on to some healthy response rates.
We can get a whole lot more complex than that too. Targeting a variety of customer profiles with different messages, triggered by different transactions, visits to the venue, membership levels and so on.
Customer transactions, venue entry time, membership renewal dates and customer chosen preferences are all great pieces of data to build a workflow around.
How do I build a workflow?
The following example walks you through the set-up of our most commonly used and simple workflows, the birthday email.
Step 1. Create your eCommunication. Separate tips are available on how to do this.
Step 2. Create a Communication Audience to add people with a birthday today. The audience is a dynamic data query which will give live data based on the time of use. The image below shows the audience for everyone with a birthday – you can however use multiple audiences to target differently designed emails to different customer segments. Adults and juniors for example.
Step 3. Create a new workflow process
In the settings section, select ‘Processes’ and click ‘New’.
When you create the workflow use the settings as we have done below.
The following images show you the settings required at each stage. Make sure you select the options Available to Run ‘As an on-demand process’ and ‘As a child process’. Use the ‘Add Step’ option to add the appropriate steps in your workflow.
Step 4. Start the campaign. Go to your Communication Audience to trigger the first campaign. Open the Audience and select ‘Run Workflow’. Once you have started the workflow it will run every day automatically until you stop it.
If you have an idea for automation that you want to discuss, get in touch with Green 4. For further general instructions on using workflow processes in Microsoft Dynamics CRM click here.
Warning! Please be careful when using workflows. If incorrectly set-up you can cause a different outcome than expected! If you’re unsure, please get in touch and we’ll be happy to help you out.