Automate Your Workflow with Smart Time Triggers

The Time-Based Workflow component in the Request A Quote WordPress plugin provides a critical tool for efficiently managing the routing, escalation, and reminder processes associated with requests for quotes or information.

Key features and examples of its usage include:

1. Time-Triggered Actions:

   • Create rules that trigger time-based workflow actions based on any date or datetime field on requests for quotes or information.

2. Scheduler Functionality:

   • Unlike Request A Quote Triggers, schedulers run when a time event occurs. Define conditions and actions relative to a selected point or period of time.

Examples of Utilizing Time-Based Workflow:

• Task Assignment:

  • Define a scheduler to assign a task to the employee responsible for follow-up 7 days before the RFQ close date.

• Customer Notifications:

  • Identify RFQs with Lost status related to specific services within the last 3 months. Send a notification to the requesting customer about an upcoming service/product update.

• Request Routing:

  • Route RFQs or RFIs to a specific employee or department email for efficient processing.

• Customer Satisfaction Survey:

  • Identify all RFQs or RFIs submitted in the last 3 months and send the requesting customer a link to your company satisfaction survey page.

These examples highlight the versatility of the Time-Based Workflow component, allowing organizations to automate and streamline critical processes based on specified time events.