Router Canvas is an intuitive drag-and-drop flowchart-based router builder. It primarily consists of five elements:
- Filter (such as Lead Filter, Contact Filter, Account Filter, Opportunity Filter, etc.)
- Assignment
- Action
- Update to CRM
- Random Split
- Update Data Value
The use of different blocks in the routing canvas is the same for all the objects and all the blocks work similarly in all the objects.
Connection Properties
- All blocks must be connected to a parent block except the start.
- All blocks can have a maximum of three inputs.
- The option to edit a flowchart is visible in the canvas only when the flowchart is constructed and approved. Once you approve the router, the blocks on the right top side that are used to create a flowchart disappear.
To edit click on the Edit button at the top left corner and perform the necessary changes. Similarly, to Delete and Deactivate a router you have created and approved, click on the Delete/ Deactivate button.
4. If you click on Maximize the canvas gets spread in the entire window. Similarly, if you want to minimize the canvas after maximizing click on the minimize button.
5. The canvas can be zoomed in or out. To zoom in and zoom out the canvas right click the mouse button and drag in or drag out. You can also use the scroll button to perform the zoom function.
6. The entire flowchart can be moved in any direction. You have to left-click and hold the mouse button and move in whichever direction you want to take the flowchart.
7. If you want to cancel or delete any block first, you have to remove any connection on those blocks. Only then the blocks can be deleted.
8. The arrow position can be changed or moved. Select the arrow where you want to change the position, you will find up/down and side arrows (⭥/⇿). Click, hold, and move it in whichever direction you want it to move, and make an appropriate connection in the flowchart.
9. The start block can only be connected to the lead/ account/ contact/ opportunity filter (Decision block).
10. Every decision block has two options: Y/ N (Yes/ No). If the filter condition is fulfilled, it will pass to the block connected with option Y. Otherwise, it will go to another block connected with N.
11. Decision block can be connected to any of the blocks.
***Using both connectors is not mandatory
12. Random split must have three child blocks A, B, and C (the child can be any type of block except start).
13. Action block has only one output arrow and can be connected to any of the blocks except the start.
14. Assignment block cannot become a parent to any other block.
15. At least one assignment block must be used to approve the router.
Default Assignment: In this assignment process lead will be assigned to the Default owner specified by the user in the details tab of the active router.
- For routing the sales rep who is qualified, if inactive or unavailable as per his CRM calendar or LeadAngel calendar.
- When the lead is not qualified from any of the assignment blocks of a router.
Error condition
- In the case of default assignment if the default owner is inactive then the lead will remain unassigned.
- In the case of webhook calls failing with the option of StopProcessing lead will remain unassigned.
- In the case of a Wait option in the action block, if a lead could not meet the condition of the wait filter then the lead remains unassigned till the condition is fulfilled.
Every client can have the following types of users:
- Admin: can do all the action on the canvas.
- Standard: can do all the action on the canvas.
- Read Only: can only view the canvas details.
- Calendar: do not have access to the router canvas.
How to create the following blocks?
- Filter
- Assignment Block
- Action Block
- Update to CRM
- Random Split
1. The filter combines previously defined smart lists under Data Dictionaries to create a routing condition. This routing condition can be further filtered or can be used in an assignment.
To add a lead filter in canvas drag and drop the Lead filter and double-click the block.
Select the appropriate filters from the Data dictionary to create complex filters based on Leads, Contacts, Accounts, and Opportunity, etc.
Click on Save.
2. Assignment Block holds the routing rules for the set of objects (such as Lead, Account, etc.) qualifying per the filter condition.
Any incomplete or inaccurate definition has a red color boundary, while a complete and accurate definition has a green color boundary.
To add an assignment block on the canvas drag and drop the Assignment block from the top right corner and double-click it.
Give it a name and add a description.
Select the appropriate routing assignment on the assignment block.
Click on Save.
3. Action Block lets you call a webhook or wait functionality. To add the Action block on the canvas drag and drop the action block from the top right corner and double-click it.
Give it a name and add a description.
Select appropriate action viz. Call Webhook or Wait from the dropdown.
Click on Save.
4. Update to CRM pushes all the updated records from LeadAngel to Salesforce.
The functionality is primarily used when we use webhook functionality or when there is a case of API integration.
At times you might pull data from some other platform through a webhook. At that point in time, you may want to update pulled information into the CRM during the routing process. Then you can use the Update to CRM block into your routing definition.
To add Update to CRM on the canvas drag and drop the Update to CRM block from the top right corner and double-click it.
Give it a name and add a description.
Click on Save.
5. Random Split is used to distribute leads as per your requirement in unequal proportion to the flow.
The random split box can take up to 3 input arrows and has 3 output arrows named A, B, and C.
While you double-click the random split box, a box will appear wherein you have to enter the percentage of leads you want to split and distribute in the outflow.
The total of three outflows must add up to 100%. You can enter any whole number from 0 - 100 (both inclusive) in any of the outflows.
To add the random split on the canvas drag and drop the Random Split block on the canvas and double-click it.
Give it a name and add a description.
Fill in the necessary details as per your requirement in the block.
Click on Save.
6. Update Data Value action block lets you change the data value of Lead/Account/Contact/Opportunity which will reflect in the LeadAngel Database as well as in the CRM. The updates are based on types of lookup fields, formulas to update, and attributes like numbers, texts, dates, etc,
To add Update Data Value on the canvas drag and drop the Update Data Value block from the drag and drop diagram in the right corner and double-click it.
Now click on the Add Fields and select the attribute that you want to change from the drop-down list.
On Selecting any value from the Attribute list except the Boolean type value, a drop-down will
be visible with the following options:
- Lookup Field: If you select the “Lookup with Lead/Account/Contact/Opportunity” option from the drop-down, another dropdown is visible to select a value to update based on a lookup field on the same or related record.
- Text/String: On choosing an option as “Set to Text” from the drop-down, an input box is visible to enter the required information. For example, If the user selects Address from the attribute list drop down which is of text type then an input box is visible to enter address.
- Number: On choosing an option as “Set to Number” from the drop-down, an input box is visible to enter numeric information. For example, If the user selects Phone Number from the attribute list drop down which is of Number type then an input box is visible to enter phone number.
- Datetime: If an attribute type is Date, an Input box is visible with a date picker to enter/select according to requirements. For example, If the user selects Date of Birth from the attribute list drop-down which is of Date type then an input box is visible to enter or to pick a date.
- Boolean: When an Attribute type is Boolean, a drop-down is visible with two values True and False. Users can choose values accordingly.
- Formula: If you want to change/update the values through the formula, select the “Use Formula to Update” option from the dropdown and add the required formulas in the input box. For Example, if the user wants to increase the number of scores to 10 then insert data as score + 10 and data will be updated as required.
You can add multiple fields as per your requirements.
Click on the save button.
Connect all the blocks on the canvas to make a suitable flowchart according to your requirements and click on Approve for the Router to work.