There are multiple activity types within Zaptic. Unique and personalised workflows with a selection of activity types can be created in the Workflows Tab.
Starting with a blank template will allow you to work your way through designing the flow of questions for your business case.
Click on the + button to create a new workflow.
Give it a name and save it.
You are also able to create KPI's in the workflows tab. These will show at campaign level and can be an average or a total calculated either as percentages or a sum.
Enter the new workflow to begin adding the various activities. The Zaptic app users will see this template exactly how you design it.
For each new activity created, you must include the following details:
- A Name
- A Type from the following:
Unit Process Flow
- An Icon:
Choose an icon from the list available.
- A Colour:
Insert a HEX (#0000) colour for the icon.
Highlight any activities which must be completed to unlock this one.
Within both the Process Flow and the Unit Process Flow you must design the branching logic of questions.
- Click on the specific process flow type activity you want to edit.
- Click on “View Process Flow”.
- Click the “+” button to begin adding questions.
- Choose from the 2 options available - "Add New Node" or "Link to Existing Node".
Add New Node:
This allows you to select from a variety of different questions styles.
- Select Action Code (Multiple answers with possible multiple routing) - Relates to Data points.
- Select Fix (Multiple choice answers with possible multiple routing) - Fixes for Data Points.
- Display Text/Image
Link to Existing Node:
This allows you to link to a node which already exists and follow it's path rather than creating a new one.
Continue building your process flow selecting the routing of the questions as you go.
Don't forget to "save" in the top right-hand corner before you leave the page.
Delete an Existing Node/an Existing Route:
Unlink a route by highlighting the line and clicking "Unlink Route".
Delete a Node by highlighting the node and clicking the bin icon in the side bar.
"Settings" can be found in the top right-hand corner of the workflow template editing page.
Here you can create different status' for your reports so that completed reports within the campaign section can carry multiple status'.
The default is "Completed" but you're able to add other Status' and set a different one to default.