Job (avanceret): Tilføj automatisk jobs via kundens tilmeldingsformular

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Customize your client sign-up form so that jobs get added to pipelines based on the answers clients provide during their registration. Sign-up forms can be customized by a firm owner or admin.

To do this, you’ll need to use multiple-choice questions, then link all the possible answers to specific pipelines. If a new client, for example, answers a question by selecting Payroll, a job automatically gets added to the Monthly Payroll pipeline.

1. Gå til Indstillinger > Klienttilmelding fra venstre menulinje, og marker derefter afkrydsningsfeltet ud for Start jobs and trigger automations based on client signup answers.

2. Indtast det spørgsmål, der skal vises på tilmeldingssiden, klik på linket Tilføj svar, og tilføj derefter alle de svarmuligheder, der er brug for. Kunden vil ikke være begrænset til kun ét svar, men vil kunne vælge alt, hvad der passer.

3. For each answer you’ve entered, select the relevant pipeline where the new job should be automatically created. If you don’t want to select a specific pipeline for some of the answers, leave the fields empty.

4. Select the template for the automatically created job or leave the fields empty. Note that if you also have a default job template selected in the pipeline, the one specified in your client signup form settings will be applied. Read more about job templates here.

5. Så er det klaret! Klik på Gem.