Workflows Custom Values | Media Attachments

Workflows Custom Values | Media Attachments

Software Updates

May 25, 2024 ● 2 min read

A business uses the CRM to automate follow-up emails after a webinar. With the new feature, they can easily attach the webinar recording and supplementary materials directly through the custom value picker, ensuring attendees receive all necessary information seamlessly.

Workflows Custom Values | Media Attachments: This new feature supports media attachments, enhancing the flexibility and functionality of message workflows within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Workflow Automation: Easily include media attachments in automated messages, streamlining communication.

  • Improved User Experience: Quickly access and use media attachments through the custom value picker, saving time and effort.

  • Increased Engagement: Incorporate rich media into messages to better engage with clients, customers, and leads.

⭐️ How To Use Workflows Custom Values Media Attachments :

  1. Access the “Automation” tab from the left navigation menu, then click on Workflows from the upper navigation menu, then click on “+ Create Workflow” and select a recipe or start from scratch.

  2. In the workflow builder Click on the “+” icon and add the action according to your requirements. For example, I am adding the “Send SMS” action.

  3. Click on the “Custom values” icon and click on Message.

  4. Here you can use the Newly added “Message Attachment” custom Value.

The inclusion of media attachments in the custom value picker significantly improves the efficiency and effectiveness of automated messaging workflows within the CRM.

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