Workflow Actions

Workflow Actions

Coachific allows you to trigger workflow and actions on events that occur throughout the application, leveraging built-in and third-party add-ons.

Event Triggered Actions

Event Triggered Actions are defined centrally in the Coachific application and execute on specific events, such as adding a new clients, completing content, sending a mail, etc.

All Event Triggered Actions are created and managed in the Settings page of the application on the Actions tab.

New actions are created by clicking the Add Action button and existing actions are managed by clicking the appropriate entry in the list. Once either option is clicked the Add-Ons Action dialog is displayed.

Select the required add-on to execute from the dropdown list.

You can then mark whether the action is Active or Inactive, so that only Active actions are executed. You can also quickly mark actions active or inactive by clicking the Play / Pause icons on from the main list.

Enter a name for the action to help you identify the action, what it’s purpose is, etc. if it’s used elsewhere in the application.

The “Triggers On” dropdown allows you to select multiple events for when the action will be executed. There are a wide range of triggers to choose from and if you plan to use the action in a program triggered action (see below) you should choose “None”.

Depending on the add-on selected above the Action section will change and allow you to choose which action is taken and set any appropriate details. For example, with a Newsletter add-on you’d select the mailing list you would want to use, with a SMS add-on you’d select the telephone number to send from, the message, etc.

Once completed click the Save action to save your changes.

If an add-on provides fields for specifying content, for example an e-mail message, a SMS message, a recipient e-mail, etc. you can use a number of short code fields which pass data from the triggers on event.

For example, if the Triggers On event is “Client Edit”, fields from the client record in question will be passed to the add-on and these fields can be used in the Action section.

In the above example the Twilio SMS add-on is used to send an SMS text message. The Triggers On event is when program content is due for a client. The action references the {post_content} short code which will send the program content that’s due in the text. A simple way to send SMS reminders to clients!

The full list of supported short codes is as follows. Note fields may be empty depending on the add-on and action executed.

{id} The id of the object referenced by the action.

{name} The name of the object referenced by the action.

{type} The type of object referenced by the action. For example, coachific_client, coachific_coach, coachific_location, etc.

{status} The status of the object referenced by the action. Either active or inactive for people or publish or draft for posts.

{email} The e-mail of the object referenced by the action.

{telephone} The telephone of the object referenced by the action.

{company} The company name of the object referenced by the action.

{location} The location of the object referenced by the action.

{tags} A list of tags for the object referenced by the action.

{post_id} The id of the object related to the above.

{post_name} The name of the object related to the above.

{post_type} The type of the object related to the above. For example, coachific_program, coachific_assign, coachific_message, etc.

{post_status} The status of the object related to the above. Either publish or draft.

{post_location} The location of the object related to the above.

{post_tags} A list of tags for the object related to the above.

Program Triggered Actions

Program Triggered Actions are defined on program and program content and execute on specific program events, such as when a program starts, when program content is due, when content is completed, etc.

Program Actions

Program Actions are found on the Actions tab of the program screen and allow you to select which actions are executed on a specific program event.

Program Content Actions

Program Content Actions are found on the Actions tab of the program content screen and allow you to select which actions are executed on a specific program content event.

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