The ability to automate repetitive processes creates great efficiencies and time-savings, so there’s more time to add real value to your clients.
This 30-minute webinar covers the fundamentals so you can start creating automations in FYI.
Topics include:
- Planning your Automations – what processes to automate and why?
- The Fundamentals – process controls, triggers, filters and steps, and how to test and track your automations
- Tips and tricks - to help you automate like a pro
- Automating Bulk Emails to Clients - learn how to create custom processes sending bulk emails to clients and managing unsubscribes.
Click below to play a full recording of the webinar (30 minutes)
Sample Automations
Click below for quick-access to the sample automations shared in the webinar.
Useful Links
To download Quick Reference Guides and get user instructions for the sample automations listed above, refer to:
Sending a Bulk Email to all Clients
Sending an Email to a Segmented Client List
Other useful help articles include:
Custom Processes using Views and Summary Notifications
Displaying Information for Client Groups
And to learn more about creating custom processes, visit the Process Automation section in help.
