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One of the core focuses of most low-code platforms is BPM (business process management). By using low-code, users can develop apps that automate processes and manage them more effectively in the process. Low-code BPM is easier to use and develop with compared to most BPM platforms, which are notoriously difficult to use.

Creatio provides a versatile process designer with BPMN support that allows for building processes of any complexity. Case management tools help manage and automate unstructured processes. Powerful BPM engine enables performing multiple processes simultaneously. Visual analytics tools help detect bottlenecks and optimize processes.

Within the process, users can easily configure the required steps and stages sequence, UI, transition conditions, rules for automatic step execution or data processing. Low-code tools allow business analysts to configure the system without developer involvement.

Multi step work flow 1

Two Approaches toward process automation

Creatio enables two different approaches towards process automation: Business Process Management (BPM) and Dynamic Case Management.

#1: Business process management (BPM) tools deliver structured approach to making organizations workflow more effective and standardized. A powerful BPM engine along with an advanced visual process designer that allow organizations to automate structured business processes taking into account a variety of conditions and requirements.

Proposal workflow

Having many different customers from various industries and regions we observe just the same pain point – how to provide an exceptional customer experience, connecting the dots between different departments and rapidly adapting to the new customer behavior patterns.

We strongly believe that a business process management system is the only tool that can enable companies to nimbly manage an ever-changing omnichannel customer journey.

#2 Dynamic Case Management (DCM) technology empowers organizations to more dynamically and flexibly manage unstructured, "untamed" processes. Creatio users can build and automate the most complex process in a matter of minutes.

There are no specific skills required to build a dynamic process – just add stages and tasks on a process diagram with our simple drag & drop tools. With the same drag & drop approach, users can effortlessly change process stages, alter activity orders or delete an unnecessary activity in just a few clicks.

Dynamic Case Managment for Opportunity


DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve the most successful outcomes. DCM tools can be employed for various processes, including HR management, financial planning, document management / approvals, etc.

Campaign Management tools & business processing management

Besides tools described above Creatio offers Campaign management tools to manage complex marketing campaigns across multiple channels. Creatio Marketing allows to users to take advantage of a holistic multichannel marketing software powered by out-of-the-box best practices to boost demand generation. Users can reach audiences with the most relevant message at the right time and on the right channel.

The Campaigns section in Creatio is used to plan and conduct marketing campaigns, it allows to inform customers about upcoming events, invite participants, get in touch with the contacts who are interested in company’s products and nurture customer needs using personalized email correspondence. Creatio allows to create efficient multichannel campaigns.

The system features a highly intuitive visual campaign designer that enables users to design complex marketing campaigns with ease, as well as reuse existing ones.

Networking Days process image

To make a campaign, Creatio provides users with pre-configured campaign elements which allows: to add campaign audience from a folder, to add participants to the campaign automatically or by trigger, to use a landing page for adding audience, or to use an event audience as a part of campaign. Creatio functionality include emails as part of campaign elements. After elements added, by drag and drop functionality, user set up transitions between them and determine the sequence of campaign steps. To do it, a user doesn’t need any coding skills, he just set these elements up and the system will process the campaign in the background.

As soon as a campaign is ready, user launches it and can track its accomplishment in the campaign log.

Campaign designer steps

In the Creatio campaign designer there are four options to add participants to the campaign:

  • From folder, automatically add participants to the campaign from a dynamic or a static folder previously created in the Contact section;
  • From event, to integrate event audiences with your campaigns;
  • Triggered adding adds participants to the campaign audience automatically, on a trigger. Two types of events that activate the triggers:
    • New record added. Creatio adds participants to the campaign audience whenever a new record is added in a specific section, detail, or lookup. The newly added record must meet the filter conditions.
    • Existing record modified. Creatio adds participants to the campaign audience whenever an existing record is updated (modified) in a specific section. The updated record must meet the filter conditions
  • From landing page, to integrate landing pages with your campaigns. The ‘Add from landing page’ element has two functions:
    • Add any contacts who submit a web form on a specific landing page to the list of campaign participants;
    • Process the incoming campaign participants.

Networking day detail

Transitions between campaign elements are called “flows”. Flows are used to determine the sequence of campaign steps and conditions that the participants have to meet in order to advance to the next campaign step.

 

There are two types of flows in Creatio campaign designer: sequence and condition.

To perform if/then breaks during the campaign, Creatio allows to use Condition flows which will transfer participants to the next campaign step only if certain conditions are met.

For example, specific response was received from the participant, submitted field equals required figures, ‘Owner’ field of the contact record is empty, etc. Condition flows are used to segment participants during a campaign or set up specific delays between campaign steps.

Networking day campaign flow

Transitions between campaign steps is determined by sequence or conditional flows described above.

Depending on which flow’s conditions were met customer will be transferred to the next campaign step.


Campaign designer provides users with the ability to add new system records (e.g. contacts, tasks, leads, etc.) as well as modify existing ones, s a part of campaign flow.

The ‘Add data’ element adds new Creatio records (e.g. contact, activity, lead, etc.) during campaign execution and populates them with data from the participant’s contact record or any records that are directly connected to the participant’s contact record.

Campaign designer read new system records

The ‘Modify data’ element updates existing section/detail/lookup records during campaign execution. With this element, users can use data from the participant’s contact record, as well as its connected objects to set the corresponding values in the modified record.


Setting up Lists/Folders

In Creatio all filtered and segmented contacts’ data can be stored in dynamic or static folders which can be added as audience to the campaigns, events, bulk or trigger emails, etc..

Dynamic folders get updated on fly as the record matches defined folder conditions, all the new records will be added there automatically.

Static folders can be populated manually.

Campaign folders for selected records

Creatio campaign designer provides users with ‘Add from folder’ element which automatically adds participants to the campaign from a previously created dynamic or a static folder.


Managing related tasks

New task can be created as a part of campaign flow using ‘Add data’ element described above. Newly created activity can be linked to different system objects (e.g. contact, owner, campaign, account, etc.) and will be displayed a on the record pages of the connected records.

In Creatio tasks can be assigned or reassigned between single users or groups of users as well as between organizational or functional roles. Assignment can be made manually by users with sufficient access rights or in an automated mode. Automatic work allocation can be done within business processes or queues and triggered by certain events (signals, data changes) and based on predefined conditions. Users with sufficient access rights can modify business processes and queues specifying new rules for work allocation.


Workflow Actions

Creatio Campaign designer is an easy drag and drop tool, which allows to build a completely new campaign as well as reuse an existing one. To make a campaign, Creatio provides users with pre-configured campaign elements which allows: to add campaign audience from a folder, to add participants to the campaign automatically or by trigger, to use a landing page for adding audience, or to use an event audience as a part of campaign. Creatio functionality include emails as part of campaign elements. After elements added, user set up transitions between them and determine the sequence of campaign steps. To do it, a user doesn’t need any coding skills, he just set these elements up and the system will process the campaign in the background.

Campaign diagrams in Creatio consist of campaign elements connected with transitions.

Delay between campaign steps can be set up using two features:

  • ‘Timer’ element of the campaign designer which enables transferring participants to the following campaign steps at the time and frequency specified in the timer properties.  The timer can be set to trigger once, at a specific time, or regularly (daily, weekly, monthly, etc.). The parameters of the ‘Timer’ event will differ depending on the selected “Frequency of timer start” option.

    Timer transitions
  • Transitions between campaign element. Flows are used to determine the sequence of campaign steps and conditions that the participants have to meet in order to advance to the next campaign step. Conditional flows allow to set up the delay before executing the next campaign element. Users can specify time period to advance the participants to the next step after a certain number of days (hours) at the specified time.

Transitions between process elements


Transitions between campaign elements are called “flows”. Flows are used to determine the sequence of campaign steps and conditions that the participants have to meet in order to advance to the next campaign step.

 

There are two types of flows in Creatio campaign designer:

  • Sequence flows which are used to immediately advance participants to the next campaign step regardless of their response or filter conditions.
  • Condition flows transfer participants to the next campaign step only if certain conditions are met. For example, specific response was received from the participant, certain amount of time passed, etc. Condition flows are used to segment participants during a campaign or set up specific delays between campaign steps.  There are three types of conditions:
    • delay before executing the next element;
    • transition depending on participant response;
    • transition depending on configured filters.

Creatio allows to configure several conditions for a single condition flow.

Networking day single condition flow

 

 

Topics:   Marketing Effectiveness BPM-Business process management Marketing automation

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