Big enquiries ring sales

When a budget is over a set amount, alert sales at urgent priority.

For a form that asks for a budget or an order size, so your biggest enquiries reach sales right away instead of waiting in a shared inbox.

Rules come with a team plan. A rule can alert a channel (a group of people, listed under Channels in the console's sidebar) or one person.

Make it in the console#

1. Your form needs a number question, such as a budget. If it has none, sign in to the console at nowlark.com/org, open the form, add one and save it.
2. Sign in to the console at nowlark.com/org, the website where your team is run, and choose Rules in the sidebar.
3. Under Start from a template, choose Big enquiries ring sales.
4. Under Only if, check that the question is your budget question (pick it from the list if not), then change 5000 to the amount that counts as big for you. A budget counts only when it is above this amount, so 5000 itself does not.
5. Under Do, in Tell, choose your sales channel, or the one person who handles sales. Leave Priority on Urgent.
6. Look at Try it beside the rule: a dry run on your latest messages, each with what this rule would do to it. Nothing is sent.
7. Choose Create rule. It joins the bottom of the list and applies from the next message; drag it higher if it should win over a rule above it.

What happens#

A message over the amount alerts everyone on the sales channel at Urgent priority, instead of the form's usual channel. If nobody opens it, the channel's escalation steps follow: who is alerted next, and when, set on the channel's page in the console.

Rules are checked from the top, and only the first that fits is used. A message no rule matches alerts its form's usual channel, the one chosen under Send alerts to when the form was made.

Open your team's rules

No team yet? See what a team gets.

Or with the API#

For developers: the same rule, saved in one call to the team API by a team admin (Authentication names the key it needs). Put in your team's and channel's ids, and the short name your form uses (contact here) from the console. A priority of 2 is Urgent. Every field is in Routing rules.

curl -X POST \
  https://nowlark.com/v1/teams/team_…/rules \
  -H "Authorization: Bearer nla_…" \
  -H 'Content-Type: application/json' \
  -d '{
  "name": "Big enquiries ring sales",
  "form": "contact",
  "conditions": [
    [
      {
        "field": "budget",
        "op": "over",
        "value": 5000
      }
    ]
  ],
  "actions": [
    {"do": "push", "channel": "chn_…"},
    {"do": "priority", "value": 2}
  ]
}'