Automations Editor & Mass Texting

Automations Editor & Mass Texting

Client
Status
Planning
Start & Finish Date
September 2, 2024 → October 31, 2024
Assigned To
Eli WeldonSolomon Wood
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Automations Editor & Mass Texting

Review everything related to the project below. If there is anything we need you to review it will be listed under “What you need to review”

🏆
Customer facing feature display content

We are thrilled to announce the upcoming release of OWC Client CRM Version 2.0! This major update brings a simplified and more intuitive user interface, designed to streamline action management for our clients. With this upgrade, managing leads and onboarding processes will be easier and more efficient, thanks to an organized and user-friendly layout. In addition to the enhanced action management features, Version 2 introduces the ability for clients to send mass texts directly from the platform. This new functionality empowers businesses to communicate efficiently with their customers, keeping them informed and engaged.

Planned launch date: @September 30, 2024

Key updates

→ Ability to send mass texts to clients → Simplified automations interface for streamlined action management for easier use. → Easily create and manage automations for lead and customer engagement. → Customizable workflows: Set conditions and triggers for automated responses.

See the designs of the new functionality

Manage automations screen

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Add an automation screen

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Edit an automation screen

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Manage mass texts sent

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Send a new mass text

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Envisioned Flow

  1. Land on a view that shows all of their triggers
    1. each trigger has a summary of the sequences that are running of off it
    2. can add new triggers
  2. They select a trigger to edit
  3. On a trigger view they see all sequences and can add a new
    1. Can add conditional sequences, maybe alway shave a default?
    2. Each sequence has their actions listed, can add new actions between each step
    3. Set the timing between each action

For Designer

Notes for design:

  • only want to do black and white with shades of gray. No colors
  • Like the design of folk - Real relationships. Winning deals.folk - Real relationships. Winning deals.
  • Really want it to be as simple as possible, the simpler the better
  • I wan to have the actions and editing be in a narrative form. So what you’re editing is described as you’re going to edit it

Details on the pages, content that needs to be listed

Main (all triggers)

header:

Back to airtable interface link

nav

Save changes button (same position for all screens)

body:

List of all triggers

trigger icon

trigger name ie: Lead submits get started form)

trigger description: currently sends 1 email, 1 text, and a task over 3 days or by default currently sends no tasks

if has conditions triggers would sya

or if condition then it sends….

link to edit the trigger

Add a new trigger

/ai

Main → Trigger edit

header:

back to airtable interface link

nav

save changes button

body:

back to all triggers

trigger name (can be edited)

List of all sequences associated to a trigger. By default each sequence covers half the row width. If only 1 the other half contains an add sequence content. If 2 then the add sqeuence button shows next to the trigger name. If more than 2 than a slider to scroll horizontal shows. Sequence content:

sequence name (can be edited)

set conditions on when the sequence runs

delete sequence

list of actions associated to the sequence

each action in a sequence has it’s details displayed

inbetween each action is an icon to add an action between

click to edit an action in the sequence, fields that can be edited:

set delay for the action from previous action

action type: email, text, task

ai generated: only shows if email or text

action content: conditional based on the type

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Wireframe

Very rough outline, do not follow exactly, meant to just give an idea

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end for designer

Researched CRMs

Folk app

https://www.folk.app

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Freshworks

https://www.freshworks.com/crm/features/workflow-automation/

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Project tasks

Task Detail Due DateHoursStatusAssigned To ClientProjectBlocked ByPriority
July 12, 2024
1
Completed
Eli Weldon
July 12, 2024
1
Completed
Eli Weldon
July 12, 2024
1
Completed
Eli Weldon
July 12, 2024
1
Completed
Eli Weldon
July 15, 2024
0.5
Completed
Eli Weldon
July 15, 2024
0.5
Completed
Eli Weldon
July 15, 2024
0.5
Completed
Eli Weldon
July 16, 2024
0.5
Completed
Eli Weldon
July 17, 2024
0.5
Completed
Eli Weldon
July 17, 2024
1
Completed
Eli Weldon
July 17, 2024
1
Completed
Solomon Wood
High
July 18, 2024
1.5
Completed
Eli Weldon
August 12, 2024
1
Completed
Eli Weldon
August 16, 2024
0.5
Completed
Eli Weldon
August 20, 2024
1
Completed
Eli Weldon
August 21, 2024
0.5
Completed
Solomon WoodAoki
High
August 22, 2024
1
Completed
Eli Weldon
August 23, 2024
1
Completed
Eli WeldonSolomon Wood
Medium
August 23, 2024
1
Completed
Eli Weldon
August 26, 2024
0.5
Completed
Eli Weldon
August 26, 2024
0.5
Completed
Eli Weldon
August 26, 2024
0.5
Completed
Eli Weldon
August 26, 2024
1
Completed
Eli Weldon
August 28, 2024
3
Completed
Solomon Wood
High
September 13, 2024
1
Completed
Eli Weldon
High
September 17, 2024
0.5
Completed
Eli Weldon
High
September 18, 2024
0.5
Completed
Eli WeldonSolomon Wood
High
September 27, 2024
0.5
Completed
Solomon Wood
Medium
September 27, 2024
0.25
Completed
Solomon Wood
Medium
September 27, 2024
0.25
Completed
Solomon Wood
Medium
September 27, 2024
1
Completed
Solomon Wood
Medium
October 12, 2024
0.5
Completed
Solomon Wood
Medium
December 1, 2024
0.5
In Progress
Solomon Wood
Low
Proposed
Forgone
Aoki
Client
Summary

Overview We are thrilled to announce the upcoming release of OWC Client CRM Version 2.0! This major update brings a simplified and more intuitive user interface, designed to streamline action management for our clients. With this upgrade, managing leads and onboarding processes will be easier and more efficient, thanks to an organized and user-friendly layout. . Key updates → Mass text your clients → Automate actions easily → Setup customizable workflows quickly

Category
RoadmapNew OWCRM FeatureOperationsAutomations
Assigned To
Eli WeldonSolomon Wood
Status
Planning
Start & Finish Date
September 2, 2024 → October 31, 2024
Priority Factors
3. Provides current clients value5. Operations optimization7. Reduces time to manage from Eli8. Adds longterm Sass value
Products
DU Status
Hours
0
DU Deliverables
DU Date
Scale
Large
Next Deliverable Date