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courtney.youngblutt
Iress Contributor
Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
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📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
Hi Courtney, we are new at setting up workflows and efficiencies so far we just have email and letter templates but are working on Client Portal and would like to set up reviews workflow next.
- There are great documents/help files to set up a review process but there doesn't seem to be any other types of workflows (such as a new business workflow or new opportunity with tasks etc), is this something that will be added that could be used a a base template?
- In New Zealand we have a specific requirement for "replacement business with advice" that has to be reported to FMA each year. We don't use Risk Research so is there a way we can record this information and run a report in Xplan? At the moment it's a bit manual.
- We have prospect clients that are continuation options (when someone leaves one of our Employee Benefits Employer Groups - clients are not in Xplan). These need to be entered into Xplan and a series of emails sent, if they take up the option they then become clients and we will servicing the client going forward. If they don't then it needs recording then the prospect is archived. We will have a good few hundred a year (or thousand). Are we best to import a csv file and create opportunities, or prospect client with tasks/cases, or is there another option?
Thanks
courtney.youngbluttIress Contributor
Iress ContributorThere are great documents/help files to set up a review process but there doesn't seem to be any other types of workflows (such as a new business workflow or new opportunity with tasks etc), is this something that will be added that could be used a a base template?
Hi Carolyn, thanks for posting your questions!
The Iress Learning Centre has some great micro learns that show some sample workflows for New Business and the Advice Process. Micro Learns are short and easy to follow.
Example New Business Process covers creating a Thread (workflow) for an example New Business Process and includes a sample flowchart of the process (and it’s only 7 minutes long)
There’s also a more extensive micro learn that goes for 21 minutes and has more detail around an Example New Client Process.
The Advice document process micro learn is also a great one to help start mapping out your own advice process.
I don’t believe there are any out-of-the-box workflows for NZ to use as a base just yet, but the above in conjunction with the general Case & Thread learning events are a great place to start.
Thank you I will check these out
- courtney.youngblutt
Great, thanks Carolyn. Let us know how you go!
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