It is important to know you may not need to use business types in your account. If you are unsure, speak to one of our team
“Business Types give you a way to segment different types of work you do and control associated processes”
Introduction
If your company carries out different types of work or orders for customers, Business types gives you a way to quickly categorise your work.
An example of where this might apply would be if you carry out work or orders which could be categorised as follows:
- Installation
- Servicing
- Emergency Work
- Snagging / Punching
This could also be used as a way to differentiate between divisions / departments in your business, such as:
- In-store
- Direct Sales
- Online
You can also rename the convention of “Business Types” to make it more suitable for your business
Why are these important to consider?
Not only can you easily review information by the types of work you do, this also gives you the opportunity to make key business decisions using well structured information.
3 of the key things Business Types can help with:
- Reporting
- Process automation
- Automated messaging
Reporting with business types
There are two main ways in which business types work with reporting.
- You can create and save detailed reports which focus on one specific area of your business to evaluate your business performance in that area only.
- Alternatively, you can create and save other reports focused on a specific measure of comparison such as revenue or profit and view each area of your business side-by-side
The ability to accurate reporting information from your account is dependent on having well structured account set up
Controlling process automation with business types
One of the key strengths in Zigaflow is the ability to automate aspects of your business processes.
The likelihood is, if you have different areas in your business that the processes for each of these is likely to be different.
By using business types as a condition in automation rules, you can ensure any system based automation is carried out correctly for that specific type of work.
Setting up automations requires a great understanding of how you Zigaflow account works and also business processes. If you are unsure of anything in regards to setting up automations you should speak with one of our team.
Controlling automated messaging with business types
Another core feature in your Zigaflow account is the ability to schedule automated messages at different stages in your processes.
Using Business Types allows you to control even further what messages are sent and under what circumstances.
When setting up automated messages you have the choice of including or excluding specific Business Types from certain messaging sequences.
There are two methods of messaging available in your account:
- SMS
A simple example of how this might be applied is if you had your Business Types broken into 2 categories:
- B2B (Business to Business)
- B2C (Business to Consumer)
You may want to have an SMS triggered for B2C customers, but choose an email for B2B customers. Having the Business Types set up and using this condition in the automated messaging gives you that greater control.