Journey Builder-Customizable Workflow Automation

Example

Collecting data from new hires during onboarding.

Scenario

An Input Form action is created to gather essential information from new employees, such as contact details, preferred communication methods, and start dates. This data can then be utilized in subsequent actions within the journey.

Example

Sending automated emails or text messages.

Scenario

Upon completion of a form, an automated email is sent to the new hire, welcoming them to the company and providing them with necessary information. This enhances communication efficiency and ensures timely information delivery.

Example

Generating employment contracts.

Scenario

The Create Document action allows for the automatic generation of employment contracts using Word templates, where variables like the employee's name and start date are auto-filled based on the data collected previously.

Example

Scheduling follow-up tasks.

Scenario

The Wait Until a Specific Date action can delay the next step in a journey, such as waiting until a new hire's start date to trigger an action that sends a reminder to their team about their arrival.

Example

Branching paths based on user responses.

Scenario

Branch actions can create different paths in a journey, such as sending new hires to different orientation programs based on their role or department, ensuring personalized and relevant experiences.