Workflows

OtherBask app

About Workflows

Automate routine patient messages and operational steps without an engineer. A workflow starts on an event or a manual send, then sends email, SMS, push or in-app notifications, waits, branches or retries a failed payment.

What you can do with Workflows

  • A workflow starts on a trigger such as Payment successful, Order shipped or Abandoned cart, or on a manual send to a patient segment.
  • Actions send an email, an SMS, a push notification or an in-app notification in the patient portal.
  • Retry failed payment retries the patient's most recent failed payment and branches on the result. Cancel order cancels the order and subscription tied to the failed payment.
  • If else and Delay steps let a workflow branch on conditions and wait before the next step.
  • Each run records its outcome, the sequence of actions and every step result.

Set up Workflows

  1. Open Automations in your Bask sidebar and select Create Custom Workflow.
  2. Enter a name and, if needed, a description, then select Create Workflow to open the builder.
  3. Drag a trigger onto the work area, then add actions and conditions.
  4. Connect the steps in the order they should run and configure each one in the right panel.
  5. Select Save to keep the draft, then Publish. Fix any errors Bask shows and confirm.
  6. Open a run under Recent runs to see its outcome and step results.

Good to know

  • Default workflows can be configured without the Workflows add-on: you change their notification steps and switch them on or off. Creating custom workflows and workflow templates needs the add-on.
  • SMS content has a limit of 1,024 characters.
  • Manual sends follow patient consent for marketing email and SMS, and a run does not guarantee message delivery.
  • Do not use Retry failed payment or Cancel order in a workflow with a manual trigger. A manual send to a group has no payment or order.
  • The builder needs a larger screen.

Who it is for

Built for operations and support teams that send routine patient messages and do not want to send each one by hand.

How it installs

Added to your subscription