Podio: How to add Email notifications for your team member when Lead/application arrives

This article will provide step-by-step instruction on how to add your members on Podio workplace & add email notification to them when new applications/Lead arrives.

  1. Open Podio workspace & Add your team member to the workspace

Click INVITE on National oGIP Workspace to add your team member to the workspace by typing their emails. Change their role to Light Member.

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  1. Log into app “National Lead generation” 

Return to main page and log into app “Lead Registration”.

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  1. Choose the wrench icon on the top left of the screen and select “Manage workflow”

*Workflow is an automatic process in which a Cause triggers an Action (Effects) to happen but such Cause must meet with Condition(s) to trigger. For example, you want Podio to send you an Email notification (Effects) when a new Lead/Application arrives (Cause) and that Application/Lead must belong to your LCs (Conditions).

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  1. The workflow tab shows up. Find “Email Announcement for [your LC Name]” in Existing workflows list.

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  1. Click on Email Announcement for [your LC Name]. Scroll down to find “Then”

A structure of a workflow will be When (Cause) – and If (Condition) – Then (Effect). In Effect, you can choose to create Task/Add comment or even update item in other workspace.

  1. Drag Create task to the table below, fill in Title with New Lead arrived (remember to distinguish new form created in Lead and others), Assign to your member. 

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And it’s done. From now on, when a new application shows up, an email will be sent to you and your member Email.

Here are the list of all workflows that you need to update (repeat the process above) so Podio form will automatically send Email to you and your members when application arrive:

In App New Lead registration:

  1. Email announcement for [your LC Name]
  2.  Geo location + GC Alumni => home [your LC Name]
  3. [your LC geographic location] Study Abroad [your LC Name]

In App New Application Form:

  1. Email announcement for [your LC Name]
  2.  Geo location + GC Alumni => home [your LC Name]
  3. [your LC geographic location] Study Abroad [your LC Name]

 

 

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