This 30-minute webinar focuses on automations that can help you deliver a great client experience - one that is genuine and personalised for the client, but also gives you peace of mind that internal processes will be followed in an accurate and timely manner.
- Automation Fundamentals – how to use Inherit Job, Delay, Stop, Execute Process and Client Update in your automations
- Quarterly reports reminders - free up time and automate the repetitive task of collating client reporting requirements
- New client onboarding - ensure each new client is onboarded consistently, with the same positive experience
- Overdue task reminders - ensure nothing gets missed with automatic reminders on overdue tasks.
Click below to play a full recording of the webinar (30 minutes)
Click below for quick-access to the sample automations shared in the webinar.
To download Quick Reference Guides and get user instructions for the sample automations listed above, refer to:
Other useful help articles include:
Updated Managing Email Unsubscribes help article
And to learn more about creating custom processes, visit the Process Automation section in help.