Automated Task Assignment for Advertising Campaigns
Zylker Corp's advertising department aims to optimize its task assignment, ensuring high priority advertising campaign receives immediate attention from senior campaign manager. Their logic is:
- For high-priority campaign inquiries, assign the form entry directly to the senior campaign manager for immediate follow-up.
- For medium and low priority inquiries, assign the entry to a campaign specialist.
This dynamic adjustment of form behaviour based on user input is achieved by using Form Rules.
Let's see how Zylker achieved this.
Form Building
Zylker created a form with fields such as name, email, a dropdown field for Campaign Type, and Campaign Objective, a file upload field for Attachment related to campaign and a radio field for getting the Campaign Priority.
Zylker created a form with fields such as name, email, a dropdown field for Campaign Type, and Campaign Objective, a file upload field for Attachment related to campaign and a radio field for getting the Campaign Priority.
Rule Creation
- After building the form, navigate to the Rules tab.
- Under Form Rules, click Configure Now.
Rule 1: Assign to Senior Campaign Manager (High Priority)
Condition: Campaign Priority is High
Action: Assign Task to Richard
Rule 2: Assign to Campaign Specialist (Medium and Low Priority)
Condition: Campaign Priority is Medium and Campaign Priority is Low
Action: Assign to Rebecca
How this works
- Upon providing the name, email, and campaign related details, the user selects the priority level for their inquiry.
- If the user selects Campaign Priority as High, then upon submitting, the form entry is assigned to Richard (Senior Campaign Manager)
- If the user selects the Campaign Priority as Medium or Low, then the form entry is assigned to Rebecca (Campaign Specialist)
By implementing Form Rules, Zylker Corp has automated its task assignment process, ensuring that high priority tasks are routed efficiently while providing a streamlined experience for form submitters.
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