Hands on 7 – scheduling multiple groups of actions
With multiple schedules, you can easily optimize sales or support processes, automate follow-ups on outstanding cases and reminder notifications for a task, and incorporate all of your business requirements within a single process. For example, when the case origin is Phone and the priority is high, then you can execute multiple groups of scheduled actions, such as the following:
- Sending a reminder email to the case owner after one day, if a case is not closed.
- Sending a reminder email to the case owner and account owner after two days, if a case is still open.
- Sending a satisfaction survey email to case contacts, two days after the case closure.
Let's look at a business scenario. Suppose that Alice Atwood is working as a system administrator at Universal Containers. She has received a requirement to send out email reminders to the task assignee, both one day and two days before the task's due date, if the task has not yet been completed.
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