Contact Information Request Automation

Contact Information Request Automation

Created as part of the 23.6.1 release, a new webform has been provisioned to work alongside the AutoPlay automations that will automatically send a communication out to a customer to request any personal data that has not been captured already

Provisioning An Account

Role Management
To enable this function on an account the Web Forms role will need to be applied. This Role will allow users to be able to create the Information Requests that can be sent to customers through the Web Forms setting 




Creating a Customer Information Request
Managers that are set up in the Web Forms role are then able to create individual request configurations

Settings > Sales Piepline Settings > Web Forms > +



Name - A name for the webform
Type - Customer Info Request
Display Fields - Choose as many as you need for your application. These will only appear to the customer if there is no data already saved against the contact in that field.
Yards - Select which yards this form applies to

Using Customer Information Requests

Once the webform has been provisioned, an Automation will need to also be set up. This will control at which stage the customer is sent the request for additional information and also how (via email or sms)

*Note to send the request via Email, a Standard Response will need to be created that contains the specific tag for Customer Requests - @[CUSTOMER_INFO_REQUEST_URL]

To set the Automation the below must be selected
Trigger - Choose appropriate option (eg Lead Created)
Trigger Filter - Customer Info Request. The Form must also be selected.
Communications - Choose either Email Response SMS Message or SMS Response (be aware of which contact information is likely to already have been captured)

There are a number of variables that are able to be configured as per a standard automation, as well as brakes to be applied if there is a delay in the request being sent.

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