Name of Feature/Request: Adding Client’s ID Number as Merged Field in Workflow
What financial, time savings, or quality of life improvements will occur from this: Be able to choose the client’s ID from the merge field in the workflow
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: The customer wants the option to add the client’s ID number as a merge field in the workflow
Chat on medpro.striven.com
Conversation started on Monday, December 23, 2024, at 17:04 (GMT+0) [17:05] Ben Brenner: I have a question about the email templates used for discussion workflows - is it possible to include the Client ID/number
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/676998063a6a468457f9e814/v/e988cb22e2c52602dc8871ae1c34299739a4d8af/image.png [17:06] Kanishak has joined the conversation [17:06] Ben Brenner: as a merge field, in addition to Customer/Vendor Name? [17:06] Kanishak: Freetings Ben [17:06] Kanishak: Greetings* [17:11] Ben Brenner: Hi [17:15] Kanishak: Thank you for your patience, Ben [17:18] Kanishak: Could you please elaborate how adding the client ID/Number will help you making things better? Your answer would allow me to advocate on your behalf while creating enhancement request. [17:23] Kanishak: I’m asking this question because we currently don’t have that feature available on Striven. However, I can submit an enhancement request on your behalf. To make this request more effective, I would need a strong reason explaining how this feature could help improve your business. [17:23] Ben Brenner: It helps us locate the client when the survey is responded to that is in this particular email [17:24] Ben Brenner: the Customer Number is unique and matches what is in our CRM, Salesforce [17:24] Ben Brenner: when a survey is filled out (the email in question, include a survey/question) it maps back to a specific record in Salesforce for our reps to follow up. [17:24] Ben Brenner: We also may wish to reference it or display the number to the customer, as wer’re constantly working to educate clients on their assigned client ID [17:25] Ben Brenner: since so many of our customers, especially multi-location clients, have similar names. Customer Number is always unique. [17:27] Kanishak: Thank you for providing the information. [17:29] Kanishak: Could you also assist me with the data set you are currently using because they will be needed as those merge fields change based on the data set? [17:36] Ben Brenner: It’s the Discussion dataset [17:37] Ben Brenner: we’re using that for a workflow to trigger emails [17:37] Ben Brenner: Or maybe it’s actually task [17:37] Ben Brenner: it’s a discussion (external message) triggered 24 hours after task is clsoed [17:40] Kanishak: Noted. Is the Sales Force ID stored in any other field? We might be able to pull that number if it is stored as something else. [17:41] Ben Brenner: It’s not Salesforce ID i’m lokoing to bring over [17:41] Ben Brenner: it’s the Striven-standard customer/vendor number (ID) [17:41] Troy has joined the conversation [17:42] Troy: Greetings Ben, [17:42] Ben Brenner:
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/676998063a6a468457f9e814/v/4172cdb974cdfd2afb139aa88e9418f20a127bcc/image.png [17:42] Troy: I think you mentioned that the Sales Force ID and the Striven Account Number were the same value is that correct? [17:42] Ben Brenner: No, they aren’t [17:42] Troy: Gotcha [17:42] Ben Brenner: I need Striven Account Number to be able to easily locate account in Salesforce [17:42] Ben Brenner: We stamp that field in Salesforce [17:43] Ben Brenner: it’s unique to each client (just like Salesforce Account record iD), but I’m not looking to bring through SF Account ID from a Striven record, just looking to make Striven Customer/Vendor-Number available as a merge field for use in workflow email templates [17:43] Troy: We were hoping we could find the number you needed in a Different location in the system so we could solve it for you today [17:43] Ben Brenner: See screenshot I postd above [17:43] Ben Brenner: the number is just the standard number you assign to each customer/vendor [17:43] Ben Brenner: Just want to expose it as a merge field [17:44] Ben Brenner: you already have Primary-Phone and -Name as standard fields exposed [17:44] Troy: Understood it would be an enhancement request that we can create from the Task this chat will create. [17:44] Troy: We can keep you udpated from there. [17:45] Troy: Is there anything else we can help you with Today? [17:45] Ben Brenner: no, tha’ts it [17:46] Troy: Great have a MErry Christmas!! [17:46] Troy: Thank you for your chat today. You should be receiving an email requesting your feedback. This will reflect on me and our interaction today with this Chat. I would greatly appreciate it if you could indicate your level of happiness with my performance by clicking one of the faces and submitting any comments you would like to share. 
For more great resources, check out our Striven Community: https://APP.Striven.com/ [17:52] Troy has left the conversation No tawk.to live chat account ? Create one for free here!
StrivenID: 5021970