With this latest enhancement, users must complete all mandatory fields before triggering a campaign when the communication mode is set to “Task.” Similarly, for Workflow Automation, all required fields must be filled in before launching the campaign. This update ensures consistency and accuracy across task-based workflows.
Use Case: Users will now have to ensure that all mandatory fields are completed before triggering a campaign when the communication mode is set to “Task.” This update enhances accuracy and consistency in Workflow Automation and Single Contact Drip (SCD) campaigns.
To View the Enhancement:
- Navigate to the Settings module.
- Under Configuration, select Mandatory Fields.
- Now, if “Task” is selected as the mode of Workflow Automation or SCD, you can make the Task Details field mandatory as needed.
- Check- mark on the fields as required.
Single Contact Drip:
- While creating a new SCD, if the mode of communication is set to “Task,” the mandatory fields must be filled in by the user before triggering the campaign.
Workflow Automation:
- For Workflow Automation, if the mode is set to “Task,” you must complete the required fields before launching the campaign.
