Private Channel Trigger & Actions for Communities

Private Channel Trigger & Actions for Communities

October 24, 20241 min read

A key element to keep your communities active and engaged is quickly granting access to members. The most efficient way to achieve this is by setting a Workflow to do it for you. You can easily keep the ball rolling with the new Private Channel Trigger & Actions. These will allow you to grant access and follow up with members as needed.

⭐️Why Is This Feature Beneficial To Your Business?

  • Lower Response Time: This allows you to add, remove, and interact with group members immediately, even when you’re out of the office, ensuring effective communication at all times.

  • Improved Discussions: Automated inclusion and removal from private channels ensure all members serve their purpose within the group limiting errors and misunderstandings.

  • Efficient Management: Reduce the hassle of adding, removing, and communicating with members by automating the process based on your established requirements.

⭐️How To Use Private Channel Trigger for Communities:

  1. Navigate to the Workflow tab inside the Automation section and click + Create Workflow.

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  2. Click +Add New Trigger then select the Private Channel Access Granted/Revoked trigger.

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  3. Set an operator, use “Is” to include, “Is not” to exclude, “Is not empty” to include all groups, and “Is empty” to catch errors then select the group(s).

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⭐️How To Use Private Channel Action for Communities:

  1. Navigate to the Workflow builder, click the + Button to add an action, and select the Grant/Revoke Private Channel Access action.

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  2. Select the group and private channel where you want to add/remove the contact then click Save Action.

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With the Private Channel Trigger & Actions, you can make the most out of your Communities by using the workflow’s automation power and keeping groups fresh, managed, and interactive with minimum effort.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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