• How to Set Up a Drip Campaign in Mailchimp

  Creating Automated Email Campaigns with Mailchimp Customer Journeys Utilizing Mailchimp's Customer Journey Workflows — Mailchimp's Customer Journey feature enables you to elevate your marketing efforts through advanced automation. Similar to Classic Automations but with enhanced capabilities, Customer Journeys permit multiple entry points and branching paths tailored to customer behaviors. Follow these steps to build a drFew readers

• Landmark Right-Click Menu: Add Landmark

  Landmarks are markers of collections of tasks. They are useful for organizations and also allow users to trigger actions based on landmark completion vs. single-task completion. For example:  Landmark: Application Task 1: Getting to know you Task 2: Family informationFew readers

• Motion 2.5

  Motion allows you to automate business processes and manage them with a powerful administrative dashboard. Automation can be used for processes as simple as the review of a contact form on your website, or as complicated as child sponsorship onboarding or missionary recruitment. Automated workflows are created using landmarks, tasks, and triggers and assigned to specific user roles. WORKFLOW OVERVIEW ADFew readers

• Reference Requests in Motion 2

  Can an applicant edit their reference's name or email address after they have listed a reference? Yes. Please note that doing so will resend the reference request to the reference. Can two applicants list the same person as a reference? Yes.  Once an applicant submits a reference request, can they then go back and change the reference request and list a different person instead? No. The reference request forms allow an applicant to update the information for the persoFew readers

• Spark Overview

  Spark is primarily used as our Child Sponsorship automation tool. It is targeted to various actions being taken on the site, the category within the site, online or offline actions, etc. When these actions happen on the site you can trigger messages to be sent, change record types, assign tasks, and more! You can create and innovate endless ways to customize events relating to what your agency does. Something cool that we created from this tool was an automated emFew readers

• Motion 2.5 Trigger Updates: Conditional Logic, New Tabs in Engagements, etc.

  Motion 2.5 Trigger Updates Several new features have been added to Motion 2.5 Triggers to enhance the workflow-building experience. New Features Conditional Logic. Trigger Auto-naming. Open the Edit Task window from any Assigned Tasks grid or Completed Triggers grid (engagement level or global level). Open the Edit Trigger window from any Completed Triggers grid (engagement level or global level). Open an engagement from the Global Assigned TasksFew readers

• Smarty for Multi-select Entities for Notifications

  In Motion 2, you can create a form that can use mutli-select values. This documentation is to help understand how you can set your email notification trigger in Motion 2 to include all selected values. Please note that the example below is from a custom Entity, and these entities will depend on what you have set in your installation. Setting up a loop to print all elements in a multi-entity: The entity selected is an Array of Objects. In order to access each, there will be some undFew readers

• Motion 2 Training Guide: Creating Form Dropdown Lists

  Motion 2 Training Guide: Creating Form Dropdown Lists Objective: By the end of this guide, you will be able to create, manage, and implement a dynamic dropdown list (combo box) or a radio button group within any Motion 2 form. Process Overview: This process connects three core components in Motion 2: Data Groups: The source list of options. CRM Entities: The CRM field that stores the selected option. Form Tasks: The user-facing form where the dropdown appears.Few readers

• Motion 2 Overview - Workflows, Roles, Landmarks, Tasks, and Triggers

  Overview Motion 2 allows you to automate business processes and manage them with a powerful administrative dashboard. Automation can be used for processes as simple as the review of a contact form on your website, or as complicated as child sponsorship onboarding or missionary recruitment. Automated workflows are created using landmarks, tasks, and triggers and assigned to specific user roles. Example Workflow (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/prodFew readers

• Managing Payments in Dashboards and Automated Workflows

  Several improvements have been made to better support online payments in the dashboard and automated workflows. The following describes how to implement this, using a combination of new and existing tools: New Motion 2 Trigger: Create Campaign Select a Site Channel, Campaign Category, and Content Folder. Create a Campaign Name Template, and choose the Campaign Owner role. Choose a goal type, and amount, and set a max amount if desired. Select Add to Cart, if you would like the total goaFew readers

• Set a Unique Email Sender for Each Workflow

  By default, email notifications sent from Motion 2 workflows will be sent from the Default Site Sender listed in the Sites Component. However, you can also choose a unique Message Sender for each Motion 2 workflow.  To specify a Message Sender when creating a new Motion 2 workflow, use the Message Sender field to list an existiFew readers

• Landmark Right-Click Menu: Add Task

  This menu allows the user to add a task to a landmark or directly at the workflow level. Tasks are used to specify actions that a user completes as part of a workflow.Few readers

• Edit Automated System Emails Such as Donation Receipts

  Click on the System Messages component. Search for / locate the system message you wish to edit and double-click on it. Modify the message.  Remember, you can add data variables to the message by double-clicking them. View the screenshots below. When your changes are made, save and close.Few readers

• How to Configure a New Workflow in Motion 2

  Overview A Workflow is a defined business process with specific tasks assigned to specific roles. It may involve users external to your organization, such as a website user completing a contact form, or applying to serve with your organization. It may also involve users internal to your organization, such as staff administrators who review contact forms, manage child sponsorship onboarding, or missionary recruitment. Configuring Workflows Open the Motion 2 Component. In the left-sidFew readers

• New And Newly Updated Dashboard Modules in Motion 2.5

  Several new modules have been added in order to manage events, engagements, and groups. Several improvements have also been made to existing modules. (Please note that the Kickoff module is now deprecated. Existing instances of this module will automatically be replaced with the Task Sequence module upon upgrading to Motion 2.5). Updated Task List Module The internal functionality of the Task List Module has been rebuilt to allow more flexibility and visibility in managing tasks and workfloFew readers

• Using Variables in Motion 2 Notifications to Display the Latest Entry to a Repeatable CRM Entity

  When creating a Motion 2 form that is designed to record multiple submissions by the same user, we recommend setting up a CRM Entity with the "multi" setting turned on. When this setting is enabled, each time the user inputs data designated to that CRM entity, a new entry will be added. Screenshot CRM entity When this type of fieldFew readers

• Right-Click Menu: Manage Form Fields

  This menu allows you to add entity fields to your form tasks and display them in multiple ways. The hierarchy of creating forms is Role Person Entity/Entity Group Entity Groups that are set as single (not multi) in CRM entities can be separated and repeated within a task. If the entity group is set to multi, each instance it appears in a task will result in a separate/partial entity entry. It is better to group all entities inFew readers

• Removing Test Users with Motion 2 Data

  Here are the steps on how to remove test users with Motion 2 Data: Head over to the Motion 2 component within Site Stacker. Click on 'Engagements' and you should see a list of people for all Workflows that are currently in use on your site. Search for the Test User that you would like to remove. Click the 'Delete' button to remove the test user from the engagement.Unassign Tasks from User A pop-up box will appear asking ifFew readers

• Managing Instances & Impersonating Users in Motion 2

  Here are the first steps to managing instances in a Motion 2 Workflow: Head over to the Motion 2 component within Site Stacker Click on 'Instances' and you should see a list of people for all Workflows that are currently in use on your Website Note: To find a specific person, or search in a specific workflow, next to the 'New Instance' button you can search for a person's name, or choose the Workflow with the 'Workflow'  or 'Engagement' (if any have been set up) drop-doFew readers

• Right-Click Menus

  ALL MOTION 2.5 RIGHT-CLICK MENU OPTIONS: ADD LANDMARK ADD TASK ADD TRIGGER COLLAPSE ALL (https://sitestacker.freshdesk.com/support/solutions/articles/1Few readers

• Updating Dropdown Options in the Data Groups Component

  Custom dropdown lists are controlled in the Data Groups component. Follow the steps below to update dropdown lists: 1. Find the corresponding field in CRM, and note the name of the Alias in the type column. CRM Find the data group 2. Find the same alias in the left panel of the Data Groups component, and click on the data group.Few readers

• Relationship Assignment Task

  The relationship assignment task has been updated to allow for more functionality and visibility conditions. Task Type: Relationship Assignment Configurations Right-click on any landmark to add a task Choose “Relationship Assignment” as your task type Sections General Task Type: Relationship Assignment Assigned Role Name Is Option Auto Assign Due Date Title Description Completed Redirect TaskFew readers

• Spark Event: New Contribution

  Site Site refers to the specific collection of site channels (similar to a multi-site setup) you'd like to reference for this trigger. Most sites have a single site that contains a default site channel and a dashboard site channel. Organizations with multiple languages or multiple offerings may have different sites. By seleFew readers

• Adding Images to System Messages or Automated Notifications

  When editing notifications in System Messages, Motion 2, or Spark, if you would like to add an image, you will need to use a complete URL path, such as https://mywebsite.org/image.jpg. Using a shortened URL such as /image.jpg will not render properly in the notification once it is sent. Images uploaded directly to File Manager and then referenced in the HTML editor will default to shortened URLs, so it is important to modify them to include a complete URL path before saving. While using an imagFew readers

• Motion 2 Changes and Upgrades

  While the Motion 2.5 upgrade primarily contains new features designed for managing events and groups, the existing Motion 2 features have been improved in significant ways. Workflows A Workflow is a defined business process with specific tasks assigned to specific roles. What’s New A person can now have multiple engagements in the same workflow. This can be enabled when configuring the workflow.  Right-click on a workflow, and “View Secondary People” shows a grid of secondaryFew readers

• Motion 2 Dependencies

  CRM Records - CRM creates people records using first name, last name, and email Person records created in CRM are used to create User records and passwords. CRM Entities - CRM Entities control data mapping and storage CRM fields are added in Motion 2 workflows using form field tasks and mapped back to CRM entities. Data Groups - Controls multi-option field selection Data groups control what options appear in a dropFew readers

• How to Autofill a Motion 2 Form Field Using a URL Parameter

  The URL param autocompletion setting enables users to have form fields pre-fill through the use of a URL. This pre-filled data can be applied for hidden form fields as well. Use Case Examples: A potential lead wants to fill out an Inquiry Form and you want the Job Title of "Teacher" to automatically be filled in. An event is held and you want the event name filled in automatically on the Event Form, but to be hidden from the person filling the form out. How to ConfiguFew readers

• Workflow Overview

  A Workflow is a defined business process with a particular task assigned to specific roles. A Workflow sometimes involves external users of the organization, such as a website user completing a contact form or applying to serve with the organization. A Workflow may also involve internal users in the organization, such as staff administrators who review contact forms, manage child sponsorship onboarding, or missionary recruitment. A Workflow can include various statuses sucFew readers

• Right-Click Menu: Paste

  This menu allows you to paste your copied content into the desired location of your choice.Few readers

• Site Planner Modules and Components Used for Motion 2 Workflows

  Introduction When configuring an automated workflow in Motion 2, it is important to configure related modules and components in Site Planner. These modules and components make up the dashboard that allows external users (such as applicants) and administrative users to manage their tasks.  Note: If you are configuring a simple contact form for your website and do not plan to use dashboard views, the Task Sequence Module will likely be the only Site Planner module needed. ModulFew readers

• Add Household Member Via Standard Field

  In Motion 2.5 there is now a standard field called “Household Member” which allows you to add an existing household member to a workflow without the need to fill out CRM data.  First and Last name core CRM fields need to be added to a form task with an additional checkbox/data group where an applicant can opt into selecting “add existing family/household member” which will then hide the core CRM fields and reveal the Household Member field in their place, allowing for that existing CRM housFew readers

• Right-Click Menu: Managing Notifications

  Notifications that are configured from this panel can be triggered within the workflow to display within a notification module and placed on any dashboard page. Typically these notifications are displayed on the My Task page as a pop-up.Few readers

• Motion 2 Editing Form Fields

  Used to edit form questions, settings, and labels, or add or remove questions.  Select a form task  Right-click, and select 'Manage Form Fields' Click on a field to edit, or drag fields to reorder (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151037218210/original/p24iNWqGc0abxp0PbRMblFew readers

• Copy and Paste Tasks Between Workflows

  In Motion 2.5 you have the ability to copy and paste a task from one workflow to another in the event that workflow tasks are similar.  When a task is copied into another workflow the assigned role must be edited as it will still be searching for the role from the previous workflow. If you do not edit this, the task will not function.Few readers

• Motion 2 Editing Basic Task Information

  Used to edit the title, description, and other task settings. Select a task, right-click, and click 'Edit' Edit the Name, Description, etc.Few readers

• Using the Group Progress Module

  The Group Progress Module is an extremely useful tool for when you have Team-Related Opportunities available within your organization. Its main purpose is for Team Leaders and potentially Admins to review where Team Leaders and their Team Members are in the process. This is so much easier than the Team Leader having to contact their Team Members directly by keeping all progress within their custom Dashboard! In this documentation, we will show the different layouts and how to get your GrouFew readers

• Right-Click Menu: Managing Statuses

  Workflow statuses can be configured from this menu. There are three default statuses that can be checked/combined for any status that you would like to create: Default This is the initial and default status for a workflow (e.g.: active status) Complete This will mark the engagement as complete (e.g.: completed status) Archived This will mark the engagement as archived (e.g.: archived status) Each of these statuseFew readers

• Landmarks

  Landmarks are used to organize the tasks within your workflow. Although not limited to, there are two main ways landmarks are used to organize: Specific milestones or phases. Example: Initial Approval, Application, References, Final Approval, Pre-Departure Tasks. Internal vs. external roles. Example: Contact, Admin. RIGHT-CLICK MENU Edit Delete (https://sitestacFew readers

• Right-Click Menu: Copy

  This menu allows users to copy an item (task, landmark, module, web page, etc.) to their clipboard. Copied tasks can be pasted anywhere within a workflow or landmark. If you paste a task from one workflow to another, you will need to change the role it is assigned to, as well as an update where data is saved (on a form task, changing where fields are saved manage fields, and in an upload, Docusign, or relationship assignment task updating primary/secondary roles).Few readers

• Landmark Right-Click Menu: Reload

  This action allows you to reload whichever item you are currently viewing (landmark, task, folder, etc.) to see the most recent version of what you are working on. This is especially useful if two or more people are working on the same part of the system.Few readers

• Motion 2 Testing the Workflow

  Rule 1: Do not use your primary email address for creating a test user. When testing a Motion 2 workflow, it is important not to list your primary email address when filling out the interest form as a test applicant. If this happens, your admin email and name may be replaced with your test user's information. Rule 2: Use a unique browsing session when acting as a test user. Before filling out the interest form, you will need to open a unique browsing session. This ensures that your test aFew readers

• How To Configure System Messages

  This video will show you how to create and configure System Messages. You will also be shown a use case for when not to change the system message variables. Instructions for configuring System Messages Step-by-step guide Step 1: Access System Messages Step 2: Create New Message Step 3: Send Test Notification Additional Info: When To Leave A Notification Alone Step 1: Access System Messages The “SystemFew readers

• New Pre-Login Token Piece

  The portion after the $role.0.id needs to have time in seconds. prelogintoken:$PersonalReference.0.id:3600| In this case, it would set that token to expire in an hour. Just add a: for an extra parameter (:3600 in the case above - must come after the person/role id). By default, the pre-login token is set to expire in 3 days internally, aka 259200 seconds. So if no time is set, the link will expire in 3 days.Few readers

• "Force New" Setting on Task Sequence Module

  The "Force New" setting on the task sequence module should be used only with Form Tasks. So the "Assign Background Check" task should be configured similar to this: The fields of the form set are similar to this: (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026553607/original/4iOjmFlDFew readers

• Spark Tree Structure

  Spark’s tree structure has two additional columns you can expose: “Type” and “Order” which allow you to sort ASC and DESC within the existing tree. You can also create nested folders to categorize your Spark events however you desire. Spark events are no longer tied to a main folder. The event type can be configured for each Spark event regardless of the folder they are in. A photo showing the Spark Tree Configuration. (https://s3.amazonaws.com/cdn.freshdesk.com/data/hFew readers

• Landmark Right-Click Menu: Delete

  This menu allows the user to remove the item that's being configured (Task, Landmark, Trigger, etc.).  Note: this will be documented in the change log but cannot be undone.Few readers

• Roles Right-Click Menu: View Change Log

  The change log shows every edit made to a particular item and/or items. For instance, viewing the change log on a task will show all edits made to the task, task fields, descriptions, etc. This is especially helpful for troubleshooting issues that arise.Few readers

• Right-Click Menu: View Secondary People

  All secondary users associated with a workflow or role can be viewed from this menu. If you are accessing this menu from the workflow Roles Secondary, new users can be added to secondary roles which will also associate them with whichever user group is assigned in that configuration.Few readers

• How to Automate a Process from Start to Finish in a Motion 2 Workflow

  The following is a high-level outline of the process used to build an automated workflow in Motion 2.  Please be aware that automating a process is a challenging endeavor that requires a high level of analytical thinking, organizational awareness, and technical skills. While Motion 2 automation is available to all organizations using Site Stacker, our automation features are designed for users with substantial product training and experience. Because automated workflows may involve user datFew readers

• Motion 2 Triggers Infographic

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• Landmark Right-Click Menu: Edit

  The Edit menu allows you to update configuration information on the item you have selected. Edit Role Primary Role Secondary Role Edit Task Here you canFew readers

• How to Build a Simple Contact Form

  This is a simple step-by-step tutorial on how to make a simple Contact Form for your website using Motion 2. This exercise also aims to let the user understand how Motion 2 works on the back end. The form we are going to build will have the First Name, Last Name, Email, and Message Box fields. The form will also; let the applicant submit the form, trigger an e-mail notification to a group on the admin side responsible for monitoring these submissions, and redirect the user to the home paFew readers

• Landmark Right-Click Menu: Collapse All

  This menu will collapse all accordion levels within the item you have chosen (including nested landmarks, tasks, etc.).Few readers

• Right-Click Menu: Add Trigger

  This menu allows the user to add a trigger to a landmark or task in order to automate a desired outcome within their process. There are currently 11 different Triggers. Assign Task Send Notification Redirect Change Engagement Status Internal Notification CRM Record Type Relationship Assign to User Group Redirect to CheckoutFew readers

• Landmark Right-Click Menu: Expand All

  This menu will expand all accordion levels within the item you have chosen (including nested landmarks, tasks, etc.).Few readers

• Add/Edit Workflows

  Workflows have a standard set of tools that can be used to configure automation processes. These tools (in order of configuration) are:  Roles Landmarks Tasks Triggers (https://sitestacker.freshdesk.com/support/solFew readers

• Tasks

  Tasks are used to specify actions that a user completes as part of a workflow. Task types are as follows: TYPES Standard Form File Upload Message Note Relationship Assignment DocuSign RIGHT-CLICK MENU Edit DeleteFew readers

• Roles

  Roles are the specific users and groups who play a part in the workflow. There are two types of roles in workflows: PRIMARY ROLES Primary roles include the main person or group working through the process, as well as any supporting persons or groups related to the main role, such as a Spouse or References. SECONDARY ROLES These are the administrative groups that help the main person or group complete the workflow.  Secondary roles can have one-on-one, one-to-many, oFew readers

• How to Add New CRM Record Types to a Workflow

  Here are the first steps, which will take place in the CRM Component: Head over to the CRM component within Site Stacker Click on 'Configuration' and then choose 'Record Type' Add the new record type of "Your Record Type Value" Adding your new Record Type into the Motion 2 Workflow: Dive on into the Motion 2 component Find out where the task that would need to be completed or value matched to trigger the new record type being added.Few readers

• Understanding System Messages

  Before diving into every single Default System Message and possible information overload, let’s go over what the System Message component is by giving a basic overview, take a glance at the high-level System Messages included in your SiteStacker installation, and then we can get into the nitty-gritty! What are System Messages? When you log into your SiteStacker installation, you will see the System Category with the System Messages component (the icon is a chat bubble). A briefFew readers

• How to setup the Form Data viewer page

  The Form Data viewer page allows the admin user to see all the applicants' form submissions. To get it setup, you will need to publish three pages; 1. ) The first page would hold an Engagement Grid module that shows a list of all of their workflow engagements, filtered however needed. This module would link to the next page, passing in the Engagement ID.   (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151138479307/original/p7GHyPQ5ZFcfc8dOe2I3tY09Few readers

• Use an HTML Mailto Link to Send Templated Email from Admins in the Dashboard

  Site Stacker Dashboards, including Motion 2 workflows, are designed to send emails from the default system email setup on a Site Stacker installation. However, in some Motion 2 workflows, it can be useful to send an email directly from an administrative role. This can be done by adding an HTML mailto link in the body of a Motion 2 task.  Here is an example code that can be pasted into the HTML text of a body task. This particular email would be sent to a mobilization applicant, along with tFew readers