Want to mention the product that someone recently purchased in your thank you message? Add some tips for success for a new course registrant or get right into the specifics with new leads? No problem! Using our automations can now pull data fields from your CRM, mailing list or marketing platform along with contact details when customers make a purchase, become a lead or register.
How does it work?
The process is simple and is set up:
- Head to the 'Workflows' tab - choose your the platform from the list and set up the integration or edit an existing workflow. Here are our help docs for each of the platforms we can connect with: http://help.bonjoro.com/integrations-and-workflow
- At the Configure options step you can now choose attributes as well as select an assignee and name the automation.
3. Click in the 'Add Another Attribute' drop down to view a list of the attributes / data fields available from your CRM or linked tool. Select as many as you need to personalise your message:
4. Once added, chose the "Data type" aka does this display as a date (signed up), $, number, True/False etc. You can add or remove attributes once they are selected using the delete icon to the right of each attribute:
Once you have this set up the data for each contact in the selected fields will appear under the 'About' section in the app after you tap on their 'to-do' - before you start the recording step.
That's it, a quick easy way to add even more of a personal touch to video messages when using workflows!
If you need help with this step please email [email protected]