Add the Update sequence task activity to a sequence
Dynamically update the sequence task records based on predefined configuration using the Update sequence task activity while designing customer engagement sequences.
Before you begin
The delegated developer roles must be assigned to designated users. For more information, see Grant delegated developer permissions for managing sequences.
Role required: sn_crm_sequence.admin, sn_crm_sequence.writer
Note: If you're using Customer Engagement Sequences 1.0.0, then you need the playbook.admin or pd_author role to create sequences.
About this task
Add the Update sequence task activity with other activities in a stage or in its own stage to update the sequence task record after the previous activity or stage has run. For example, the agent accessing the workflow could skip unnecessary call attempts when a lead is successfully contacted and move directly to the tear down stage after updating the record on the parent table. This example is demonstrated in the sample Lead nurturing tele-sales sequence available with the demo data.
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace.
Select the List icon
.
Navigate to Sequences > All Sequences.
Select a sequence that you're creating or updating.
In the sequence diagram, create a stage to add the activity.
For more information, see Add and configure a stage in a playbook.
Within the stage, select the Add icon
.
- Open the activity picker by selecting the Add an activity icon
.
On the Add activity screen, search for and select Customer Engagement Sequences > Update sequence task.
On the Details tab, enter a name for the activity in the Label field.
On the Automation tab, use the data pill picker to establish a connection between the parent table and columns to the fields listed in the following table.
| Field | Description |
|---|---|
| Record | The record you want to update on the parent table. For example, to update the record on the Lead [sn_lead_mgmt_core_lead] table, you would select Lead. |
| Table | This field is automatically set to the name of the parent table. |
| Fields | Field in the parent table you want to update. For example, to mark a lead as contacted, you would select Stage from the Fields drop-down list and set its value to 200_contacted. |
- Select Save and close.
Parent Topic:Create a customer engagement sequence
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