Adding Process Steps for Clients

Using FYI's automation engine, you can save time on client maintenance tasks by using FYI actions to update client data. For example, you can automatically track items like engagement dates, last contact date and even opt in or out of your mailing list.

There is one type of Client process step:

    • Updating Clients
      Allows you to automatically change client custom field data as key events occur, such as engagement date, last contact date or unsubscribing from mailing lists.

How To

Quick steps to get you started:

Update

To update a client using a custom process, simply follow the steps below:

  1. In the process select Add Step
  2. Locate the Update Client action
  3. Define the client Custom Field to be updated
  4. Select Save.

    For details instructions refer to Process Step Details - Updating Clients.

Ready to Get Started

Explore pre-built custom processes in our Automations Library that you can import or build that update clients as outlined above, for example:

  • Internal Reminder to Contact Client
  • Marketing Unsubscribe

Find these processes and more in our Automation Library.

If you're not familiar with Automations, we recommend completing the Getting Started with Automations Learn course, to get up and running with Automations for your practice.

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