When a Client is assigned a Form
When a Client is assigned a Form runs when a form is assigned to a client, for example from the client record or by another rule. Use it to send the form link on WhatsApp or by email and to remind the client later.
Conditions
Conditions are optional. Click Add Condition, then pick a Field, an Operator and a value. Choose All (AND) or Any (OR) under Condition Type to decide whether every condition or just one must match.
| Condition | Operators | Values |
|---|---|---|
| Client Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your client tags |
| Contact Group | is part of all, is part of any, is not part of all | Your contact groups |
| Form Template | is part of all, is part of any, is not part of all | Your form templates |
| Contact Tags | includes any, does not include all, is part of all, is part of any, is not part of all | Your contact tags |
| Contact Stage | equals, not equals | Subscriber, Lead, Engaged, Marketing qualified lead (MQL), Sales qualified lead (SQL), Opportunity, Follow-up Required, Customer, Evangelist, Other, Lost, Inactive |
Actions
Click Add Action and choose from Select Action. Actions run in order; use the arrows to reorder them. To delay an action, click Add wait time (or Add wait & Schedule time on template and email actions). Wait times count from the trigger event, not from the previous action.
| Action | What it does | Wait time |
|---|---|---|
| Send Email | Sends an email to the client, team members or a custom list. Marketing emails need CRM Suite; Transactional emails do not. | Minutes to months |
| Notify Staffs via WhatsApp | Sends a WhatsApp template message to the team members you choose. | Minutes to months |
| send a WhatsApp template message | Sends an approved WhatsApp template. Works outside the 24-hour session, so use it for reminders, follow-ups and anything sent later. | Minutes to months |
| send Customer Satisfaction Survey (CSAT) | Sends a customer satisfaction (CSAT) survey. | Minutes to months |
| Add the Contact to Group | Adds the contact to a contact group, which you can check in later conditions. | Minutes to months |
| Remove the Contact from Group | Removes the contact from a contact group, for example so a rule does not run twice. | Minutes to months |
| Add Client Tags | Adds tags to the client record. | Minutes to months |
| Remove Client Tags | Removes tags from the client record. | None |
| Add Contact Tags | Adds tags to the contact. | Minutes to months |
| Remove Contact Tags | Removes tags from the contact. | Minutes to months |
| Update Contact Stage | Moves the contact to a stage, such as Lead or Customer. | Minutes to months |
| Mark the form as sent | Marks the assigned form as sent. | Minutes to months |
| Add Text Client Notes | Adds a text note to the client record. | Minutes to months |
| Add Document Client Notes | Attaches a document to the client record as a note. | Minutes to months |
| Add or Update Client Custom Attributes | Adds or updates custom fields on the client record. | Minutes to months |
Example
Send a consent form when it is assigned
- Create a rule with the When a Client is assigned a Form trigger.
- Add the condition Form Template is part of any "Consent form".
- Add the action send a WhatsApp template message with a template that includes the form link variable.
- Add Mark the form as sent.
Good to know
- Add Mark the form as sent after your send action so the form shows as sent on the client record.