How to setup a Workflow on CallHub?

A workflow is a combination of a trigger, conditions, and actions that are performed through automation. To achieve the desired outcome, it is always required to visualize the necessary elements that constitute a workflow. 

It is recommended to set up a flowchart with triggers, conditions, and actions and design how exactly a condition should be met to perform the specified outcome. This is to ensure the conditions you add are not misplaced, and you achieve the expected result.

How to set up a Workflow?

Setting up a Trigger - 

On the CallHub dashboard, you need to navigate to the "Workflow" section and click on "Add Trigger" to begin setting up a Workflow. 

Next, you need to select the Trigger for your Workflow. The list of available triggers is in the below image. 

Once you have selected the Trigger. you need to select the underlying conditions for this trigger based on the available options. For instance, if you select Survey Response added, you need to add a condition to match for survey question and the response to that question. 

Adding a Condition - 

You need to specify a condition to trigger the workflow. Here, you may choose the options as in the image below.

In the above image, the trigger is set to identify survey responses from contacts that are a part of the Call Center Campaign, GOTV CA. Now, we need to add a condition to activate the trigger. You can select a condition as "Survey Response," select the survey question and the response for which you want to initiate the workflow.

Eg; I will choose the trigger as a Survey Response for contact(s) added to a Campaign GOTV CA with the condition that, for the question "Will you vote for the candidate, ABC?" the action should be performed only for contacts that say "Yes."

Setting up Actions - 

Actions are the end results of a workflow and take place when the condition set up for the trigger is true (matched).

Considering the previous example, I will choose the trigger as a Survey Response for contact(s) added to a Campaign GOTV CA with the condition that for the question "Will you vote for the candidate, ABC? the action should be performed only for contacts that say "Yes."

Here, the action that will be performed is that all the contacts that answered "Yes" will receive an email. (see image below). If none of the contacts have responded "Yes," the workflow execution ends.

You can choose other triggers, conditions, and actions based on your campaign's requirements. Here is a list of available Triggers, Conditions, and Actions.