So you'd like to give your participants the option to update their preferred contact channel to receive their content? Let's take a look at some best practice guides for doing this!

As a side note, you can also include Slack, Teams, or Workplace Chat in this too! Learn how to do that here.

From a setup point of view, it's a two-step process. First, you'll need to give Enboarder the data and then tell it what to do with that data. (A Form and a Send Data: Update Value)

We will take a look at three scenarios where updating contact details may be useful:

1) When participants are launched initially;

2) On an employees' first day (update to work email);

3) Updating to integrated channels (Slack, Teams, etc).

Initial Launch Preferences

When a participant is initially launched for the first time (meaning their first time being launched in Enboarder, no prior workflows), you will essentially be telling the system how to communicate with them moving forward.

Some customers opt to ask their participants in their first sequence how they'd like to be communicated with. It's also built into our best practice onboarding. 😎

To build this:

Step 1: Click and drag the Forms module to the sequence you're working on.

Step 2: Within the Forms module, click and drag the Contact widget from the left to the center.

Step 3: Edit the question, field name, and even consider inserting the current contact detail with the <T> Insert Answer button.

Once you've created and saved your form, it's time to add the Send Date: Update Value module to take place after your participant submits their form. Remember, the form is only the first part of the process. The Send Data: Update Value will tell the system what to do with that data!

To add your Send Data: Update Value, follow these steps.

Step 1: Click and drag the Send Data module from the Module list in your Workflow Editor, to the sequence where you'd like to update the contact details (remember, it needs to be placed after the form you built above).

Step 2: Pick the Update Value option from the list.

Step 3: There are two options to select here: 'Update This Field' and 'With This Value'.

In the Update This Field section, you'll want to select which detail needs updating. In this example, it's the Direct Managers Contact Detail. (Note: There are three options for contact information: Mobile, Email, and Contact Details. Selecting Contact Details will update their Preferred contact, and will be the default for how they receive communications)

In the With This Value section, you'll want to pick the Form you just built, and then select the question in that form. The below example is Forms (The Module) > Text Or Email? (The Question) > Manager Contact Selection (the Field Name).

Once you've saved this module - it's all done! The participant can pick their own contact preference and Enboarder will update it for you. Now let's take a look at updating to work email, on or around the candidate's first day.

Did this answer your question?