Workflow Planning Exercises

It is a good idea to draw out your workflows before you begin creating them.  The following exercises detail some scenarios which you will plan workflows for using the grid sheets provided.

Only carry out the exercise numbers as and when requested.

1. Weekly Hints & Tips

You have a web capture form on your website for people to sign up to your weekly hints and tips communications.

The form adds people to a GatorMail Group that is used to feed the workflow.

Communications will be sent 1 week apart.

Using the grid sheet, please draw the stages you would use in order to create a workflow based on the above information.

 

 

 

 

2. Alert Account Manager When a Web Page is Hit

You would like sales staff to be alerted when a known contact hits a particular page on your website. The alert should should include the following information:

  • A description of why the alert is being sent
  • Member First Name
  • Member Last Name
  • Member Email Address

Using the grid sheet, please draw the stages you would use in order to create a workflow based on the above information.

 

 

3. 4 communications with Alert to Account Manager (Multiple wait periods)

You have a web capture form on your website for people to sign up to your communications.

The form adds people to a GatorMail Group that is used to feed the workflow.

Communications will be sent at different intervals from each other.

Campain 1 - Immediately |  Campaign 2 - 3 days later  | Campaign 3 - 2 days later  | Campaign 4 - 3 days later

Once a member has received all communications you would like to send a notification to the account manager in order to let them know.

Using the grid sheet, please draw the stages you would use in order to create a workflow based on the above information.