Introducing Workflows
We’ve built out the workflows feature inside Spotlite to help automate the recurring messages that you want to send to clients. This page is designed to be a quick guide to get the most out of this new feature!
You can choose from sending based on client events such as onboarding or offboarding, or even specify a date and time for sending – so there are endless possibilities!
Scroll to find out more about getting started with workflows👇
How to get started
The steps to creating your first workflow
Let’s create your first workflow…
- STEP 1) Click on the “Workflows” tab and select “Create a workflow”. This will take you through the first screen of adding a title to name the workflow.
- STEP 2) Select the trigger for the workflow. This is the moment that will set off the chain of actions that follows, and it can either be a client event or a specific date and time.
- STEP 3) Add in the actions that you want to be included inside the workflow, using the delay feature to determine exactly when these messages will be sent in relation to the original selected trigger.
- STEP 4) Add tags to determine who the workflow will send to. You can add clients to tags inside their profiles and during the initial onboarding process.
STEP 2
STEP 3
STEP 4
What to use workflows for
Looking for some ideas to get started?
There truly are endless possibilities for how you can use workflows.
Here are some real-life examples of workflows that you can create, to save you time and energy in your business, right from onboarding to the day-to-day running.
1) Onboarding workflow
Schedule your client welcome and onboarding messages, so on their onboarding date they’ll have everything they need right inside their messages!
Ideas for messages you could add to this workflow…
- A welcome message for your client 🎉
- The key details they need to get started working with you ie. where to schedule calls, their modules access link etc
- Sending over your onboarding form link for them to complete
- Scheduling a message 24hrs after onboarding to remind them about completing the steps
- A check-in 1 month after onboarding – to see how they’re doing and assess their goals for month 2
2) Date and time workflow
Schedule messages to be sent at a certain date and time, to whichever clients you like, letting them know anything from your days off to events they don’t want to miss!
Ideas for messages you could add to this workflow…
- Reminders about calls or specific events happening today, tomorrow or this week ⏰
- Letting your clients know when you’re offline and when you’ll be back
- Future messages that you know you’ll need to send (so they don’t need to sit on your to-do list)
- Wishing your clients a happy holiday, without you even needing to open your phone
- Checking in a week after sending a task to a client
3) Offboarding workflow
Create a flow of messages to send to your client ahead of their offboarding date!
Ideas for messages you could add to this workflow…
- Reminding your client that there’s one month left inside the program
- Doing a final review on their last day so that you have all questions covered
- Asking your clients whether they’d like to continue working with you and sharing the options with them
- Asking the client to prepare any materials for your final session
- Send out feedback surveys to your clients to gather testimonials before they finish