Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can check your account's subscription package on the Subscription page.
This article explains how to bulk email Rx Collect requests for Sales Records using Sales Workflows in AMS+.
For more on Rx Collect, including training and related resources, see this feature overview.
Requirements
- Your agency’s AMS+ account must be subscribed to the Accelerate or Elevate package.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible and Manage Automated Workflow permissions.
- You must have user account Sales permissions to View and Edit Sales Records. Learn more.
- You must have added your phone number, signature, and sales rep ID to your My Account profile settings. Learn more.
Before bulk sending requests
Each Sales Record must include:
- A valid email address
- An assigned Agent/User
Bulk sending instructions for Sales Records
You can bulk email Rx Collect links to Sales Records using Sales Workflows.
How it works
- Create a Sales Workflow that triggers based on your chosen criteria.
- When triggered, the workflow automatically generates and sends an Rx Collect request to all qualifying Sales Records.
- Once set up, any Sales Record that meets the criteria will automatically receive an Rx Collect request and portal link.
Workflow recipe example
Triggers
- Record Type = ALL
- Tagged With = Send Rx Collect Request
- If you’re missing this tag, you may need to add it. Learn more.
Actions
- Action 1: 1 Minute After Workflow is Triggered, Send Rx Collect to deliver requests (via email) to qualifying records
- Action 2: 1 Minute After Workflow is Triggered, Assign Activity to qualifying records for agents to follow up with beneficiaries who received a request
What happens next
- The Rx Collect request is sent by email to each qualifying Sales Record.
- These records will appear on the Rx Collect Requests Dashboard, where you can monitor status and re-send if needed.
- Records missing required information will not receive the request.