A workflow in RevenueHero helps set up notifications when certain events occur within the product. A workflow comprises three parts —

  1. Choose your Trigger
  2. Choose Meeting Types to take actions for
  3. Choose your Action

Here’s a detailed step-by-step guide to creating a new Workflow.


Workflow Trigger

Triggers are the starting point for a workflow to run. Configured workflows are run when the event specific in the Trigger happens in the product.

NOTE

The supported triggers cover the lifecycle of a meeting from before it’s created when it’s created to when it’s done. So you can configure multiple workflows to track progress across stages.

  1. When a prospect doesn’t book a meeting
  2. When a prospect is disqualified
  3. When a prospect is redistributed
  4. When a prospect submits the form
  5. After a meeting ends
  6. Before a meeting begins
  7. When a meeting is booked
  8. When a meeting is canceled
  9. When a meeting is completed
  10. When a meeting is marked as ’No Show
  11. When a meeting is rescheduled

Meeting Type restriction

A workflow can be configured to run for all triggers or for triggers that originate from certain sources having specific Meeting Types.

  1. When All Meeting Types is chosen, the workflow will run for configured triggers for any meeting from any Meeting Type sources.
  2. When Selected Meeting Types is chosen, the workflow will run for configured triggers from any meeting from selected Meeting Type sources.

Workflow Action

Actions are the notification unit that sends messages to the specified destinations based on configuration. Certain actions are not available for certain triggers due to the nature of the trigger. Unsupported triggers for each action have been listed under the action.

There are four destinations that one can send a notification to based on the chosen trigger:

  1. Send a message to Slack Channel
    Configurable for all triggers
  2. Send mail to Assignee
    Configurable for all triggers except When a prospect submits form and When a prospect is disqualified
  3. Send mail to Booker
    Configurable only for Before a meeting begins trigger
  4. Send mail to a specific address
    Configurable for all triggers

Once the preferred action is chosen, one can configure the Title and Description of the message that goes out in Slack/Email. While drafting the content, one can also use available placeholders whose values will be dynamically replaced.

Placeholders and Info Blocks

Placeholders are single-valued dynamic blocks that can be inserted in between your text to insert dynamic values like Booker name, Assignee Name, etc.

  1. Company Name
    The booker’s company name.

    For example, Secret Services Inc.

  2. Account Name
    The assignee’s company name.

    For example, RevenueHero

  3. Booker Name
    The name of the booker.

    For example, Dr. No

  4. Assignee Name
    The name of the assignee.

    For example, James Bond

  5. Team Name
    The name of the team assignee belongs to.

    For example, Mi5 Field Agents

  6. Duration
    The humanized text of the meeting duration.

    For example, 30 minutes

  7. Time
    The humanized meeting time.

    For example, Tuesday, March 07, 2023, at 01:00 am (India, Sri Lanka Time)

  8. Meeting Link
    The link to the public meeting page in RevenueHero.

    For example, https://customer.revenuehero.io/meetings/abc1234

  9. Conference Link
    The conference link for the meeting from Zoom, Google Meet, etc.

    For example, https://customer.revenuehero.io/meetings/abc1234/conference

  10. Reschedule Link
    The rescheduling link for the meeting in RevenueHero.

    For example, https://customer.revenuehero.io/meetings/abc1234/reschedule

  11. Cancel Link
    The cancellation link for the meeting in RevenueHero.

    For example, https://customer.revenuehero.io/meetings/abc1234/cancel

  12. Meeting name
    The name of the meeting from RevenueHero.

    For example, Dr. No <> James Bond | Mi5 Demo

  13. Meeting type name
    the name of the meeting type configuration in RevenueHero.

    For example, Mi5 Demo

  14. Booker Email
    The email address of the booker of the meeting.

    For example, drno@evilvillainverse.com

  15. Cancellation Reason
    The reason for cancellation that’s entered when a meeting is canceled.

    For example, Conflicting date with another meeting

  16. Form name
    The form in RevenueHero from which the meeting or submission originated

    For example, US Demo Form

  17. Previous booking time
    The original meeting time when it is rescheduled. This is used in meeting time change notifications

    For example, Tuesday, March 05, 2023, at 01:00 am (India, Sri Lanka Time)


Info Blocks are multi-valued dynamic blocks that can be chosen to be appended at the end of your notifications to get more context.

  1. Form Entries
    The list of mapped form fields and their values from a form submission

    Email: drno@evilvillainverse.com
    Company size: 0-10
    
  2. Participants list

    drno@evilvillainverse.com
    professordent@evilvillainverse.com
    jamesbond@mi5.com