Thanks Tim! We are working on creating a public 'white board' that will feature a few common workflows in a flowchart format. We'll post the link here when it's prepared.
Great video, thanks a lot. This is a very applicable tutorial step-by-step. Now it's very clear which step takes place one after another in order to set-up automation. I hope you create more use scenarios for services like this :D .. digital services. Thanks again.
One of my favorite videos to date. Thanks! Looking forward to conditional logic forms and collaboration user role for more advanced automation to save me busywork! :D Kor
Great video! Is there a reason you do a start page and a form rather than creating a flow? I thought this is why flows were created (though maybe there's something I'm missing in what you're doing).
Hi Jeremy, a FLOW would work as that 2nd step also. You could present info in a 'Content Step' and present the Update Form in a 'Form Step' so yes this can work. In this case, I would think an Onboarding FLOW would be the right choice as it would be presented immediately after the Client sets their password and enters the Portal. The reason we didn't focus on FLOWs only in this video is that FLOWs are a Pinnacle only feature, and even though this workflow includes Pinnacle-only features, it also can be mostly achieved by all of our customers, regardless of the feature set in their plan. Here is a good video that uses a FLOW in a nice workflow: th-cam.com/video/fLHCjJp9qoY/w-d-xo.html
@@ServeDaily I think it makes sense to use Onboard flow (vs embed on a Start page)because as soon as they log in, they are confronted with the Flow. This video shows how to get them to onboarded without flow but the flow would be preferred if you need to get additional data points answered as soon as possible, like when they log in as they explain in the comment above. Both work, but the FLOW is a push for info. A update embed would be "at your leisure" type of thing. FLOWS nudge for data if that makes sense.
Hi Sandy, you can just link them directly to the Messaging toolkit, or if you're using the Button Block, you can just use the built in option to send a New Message. Please see here: www.screencast.com/t/TOzCkcfZk2M
Hi Paladin, yes we have to enforce this limit so that the menu isn't completely destroyed by titles that are too long and wrap to 2nd and 3rd lines. Trust us, it would be awful :)
This video is out of date on how this works. it gives much of what you need but it does not work in the way it shows here and it would be better for a updated version to be made or take it down.
This setup for creating book cover is fundamentally flawed for a CRM system which is supposed to keep historical data. What you fail to highlight is that as a business owner you better hope that Agatha Christie does not become a repeat customer and orders a second/third book cover. Why? Because the 'custom fields' from the CRM update form tied to the profile will be overwritten. Mind blown really that this has not been addressed still in a supposedly 'mature' CRM product as we still cannot have general forms that track logged in user submissions.
This is awesome.....is there anywhere we we can find sample flow charts to get us started for various client scenarios?
Thanks Tim! We are working on creating a public 'white board' that will feature a few common workflows in a flowchart format. We'll post the link here when it's prepared.
All setup and now a bit stuck around flows and automation possibilities. Looking forward to this video for start though.
@@SuiteDash awesome has that been done yet?
Please create one for tax prep and payroll. I only have a general idea of how the workflow should be formatted.
Love these videos. Trying to figure out how to create SOP's using the Template system. Is there a video that might help?
Can I just pay someone to set up for me? Is that an option?
Is the Project Profile feature still available? I don't see it anywhere and it's not in the documentation anymore that I can tell.
Sorry for the delay, just now seeing this message. Project Profiles were renamed to "Project Generators"
Great video, thanks a lot. This is a very applicable tutorial step-by-step. Now it's very clear which step takes place one after another in order to set-up automation. I hope you create more use scenarios for services like this :D .. digital services. Thanks again.
Hi, yes we will be doing more of these for sure! Thanks!
How to add the message on the log in page @ 30:00 ?
One of my favorite videos to date. Thanks!
Looking forward to conditional logic forms and collaboration user role for more advanced automation to save me busywork! :D
Kor
More to come!
Great video! Is there a reason you do a start page and a form rather than creating a flow? I thought this is why flows were created (though maybe there's something I'm missing in what you're doing).
Hi Jeremy, a FLOW would work as that 2nd step also. You could present info in a 'Content Step' and present the Update Form in a 'Form Step' so yes this can work. In this case, I would think an Onboarding FLOW would be the right choice as it would be presented immediately after the Client sets their password and enters the Portal. The reason we didn't focus on FLOWs only in this video is that FLOWs are a Pinnacle only feature, and even though this workflow includes Pinnacle-only features, it also can be mostly achieved by all of our customers, regardless of the feature set in their plan. Here is a good video that uses a FLOW in a nice workflow: th-cam.com/video/fLHCjJp9qoY/w-d-xo.html
@@SuiteDash is the flow the best route if you are on the pinnacle plan?
@@ServeDaily I think it makes sense to use Onboard flow (vs embed on a Start page)because as soon as they log in, they are confronted with the Flow. This video shows how to get them to onboarded without flow but the flow would be preferred if you need to get additional data points answered as soon as possible, like when they log in as they explain in the comment above. Both work, but the FLOW is a push for info. A update embed would be "at your leisure" type of thing. FLOWS nudge for data if that makes sense.
At 16:01 you mention the "link to get in touch". Is there a way to set up messaging inside the system or do I give them my email? Thanks
Hi Sandy, you can just link them directly to the Messaging toolkit, or if you're using the Button Block, you can just use the built in option to send a New Message. Please see here: www.screencast.com/t/TOzCkcfZk2M
Is there a part 2?
Can you please share what software you use to create the workflow/flowchart process? i don't see it within Suitedash. Thanks.
We used Miro > miro.com
Error for Menu: Menu Title is too long (maximum is 20 characters).
Hi Paladin, yes we have to enforce this limit so that the menu isn't completely destroyed by titles that are too long and wrap to 2nd and 3rd lines. Trust us, it would be awful :)
So now that you have evolved, this video should be remade because some features no longer exist, like Project Profile.
This video is out of date on how this works. it gives much of what you need but it does not work in the way it shows here and it would be better for a updated version to be made or take it down.
This setup for creating book cover is fundamentally flawed for a CRM system which is supposed to keep historical data. What you fail to highlight is that as a business owner you better hope that Agatha Christie does not become a repeat customer and orders a second/third book cover. Why? Because the 'custom fields' from the CRM update form tied to the profile will be overwritten. Mind blown really that this has not been addressed still in a supposedly 'mature' CRM product as we still cannot have general forms that track logged in user submissions.