Triggers have always been one of our most popular and powerful features, which is why I’m particularly excited to introduce this latest enhancement! With the 2017 release, we’ve given our Trigger Maintenance a complete makeover! In the past, the trigger set up was spread throughout the software, depending on what kind of trigger you wanted to create. And, there was no effective way to see a complete overview of all the triggers that had been setup.
Now, the entire trigger set up can be found in one, easy-to-follow form! All your triggers can now be found at Maintenance > General > Triggers. Use this new form to not only create and change your triggers, but use this form to visualize a complete overview of how your triggers are going to work together throughout the entire operations of your company. Even export this list to Excel and have fun setting up the total trigger workflow that you want to establish for your company!
Since all your triggers are in one place, setting them up and maintaining them is now much easier. The core of the trigger set up process remains the same, but now it’s just given in a more user-friendly format. From within the trigger maintenance form, there are two main tabs. The General tab is where you will set up the information on how the trigger should run. We’ve given this form a more “natural language” format to make it easier to understand exactly what the trigger is going to do.
Once you select the type of trigger that you want to create, extra tab(s) will become visible to give you a place to enter the details for each triggered event that you want to occur, like creating a call, sending a text, creating a task, etc. We also snuck in another cool feature for sending SMS Texts. You can now enter in special custom mobile numbers that you want the text to be sent to.
Summary
Triggers are truly an incredible feature and they can do so much for your studio by helping you communicate more efficiently with both your clients and staff members. So even though this is a feature that’s been available for many years, we’re still continuously trying to find ways to make it even better than before!
If you are NOT using triggers in your business, give one of our product specialists a call, and let us help you get started.
Click here to watch a video on the new Triggers
Click here to learn more about Triggers