Staff Automations
in progress
Adam Smith
Staff Automations are available through PPC Labs as a separate
Staff
section under Communication > Automations
.These automations are based on staff activity rather than client events or lifecycle stages. They can be created for
All Active Staff
or limited to one or more Staff Segments
.Available triggers include:
- Date of Hire Follow-up
- Hire Anniversary
- Birthday
- Never Logged In
- No Recent Login
- No Upcoming Assignments
- Upcoming Training Visit
- Training Visit Completed
- First Training Visit Completed
- Training Visit Milestone
Timing can be set in hours, days, weeks, or months, depending on the trigger. Training Visit automations can also be limited to selected Services.
Messages can be sent to the matching staff member, the Portal Email Address, one or more custom email addresses, or a combination of these recipients. Messages support Personalize, Responses, previews, and an optional call-to-action button.
The Potential Audience preview shows which active staff currently match the selected Staff Segments. Staff Segment membership is checked when the automation runs; adding someone to a segment does not by itself trigger an automation.
This supports workflows such as:
- Sending a sequence of onboarding messages after a staff member's Date of Hire
- Following up when a new staff member has never logged in
- Preparing staff for an upcoming Training Visit
- Following up after the first or a specified number of completed Training Visits
- Notifying the office when a staff member has no upcoming assignments
- Recognizing staff birthdays and hire anniversaries
Staff Automations are separate from Client Lifecycle Automations, which continue to evaluate client booking and engagement activity.
Log In
Joette White
❤
Andrew Stillo
Setting the value to 0 days before, to send on staff birthday, returns an invalid error.
Adam Smith
Andrew Stillo: That will be corrected in next week's update. In the meantime, you can use hours instead of days.
Adam Smith
updated the status to
in progress
Now available in PPC Labs
Adam Smith
updated the status to
planned
PPC Labs release will be this week.
Adam Smith
Merged in a post:
Automations for staff segments, not just client segments
Joette White
Automations currently trigger on client lifecycle events only. There is no way to automate anything to staff. We already build Staff Segments. We just cannot do anything automatic with them.
What we would use it for:
- A new-hire onboarding series timed off start date.
- Certification and insurance renewal reminders.
- Seasonal availability requests to a segment, holiday coverage, summer blackouts.
- Recurring reminders to a group like walkers or overnight sitters.
The ask: let the existing automation engine target Staff Segments with staff-side triggers. The mechanism already exists. It just does not point at staff.
Joette White
Adding context since Communication Overhaul is now Planned at 54 votes. Everything in the automations engine today assumes the recipient is a client.
The same lifecycle logic applied to staff would cover onboarding sequences, recurring reminders on set dates, territory specific notices and anniversary or milestone messages. Right now every one of those is scheduled by hand, twice a month, forever.
If the Communication Overhaul is already being scoped, staff segments belong in that scope.
Adam Smith
Joette White: I think this is a good idea. However, it will be performed as an enhancement to the Automations, not as part of the Communication Overhaul (which is being built now if you were interested in alpha testing it).
Joette White
Adam Smith THANK YOU!!😊