What are you trying to achieve?
I am new in automation. I need to create onboarding automation for one wordpress website users. I need to watch change on there statuts.
Here are the steps I have identified:
- Registration
- Welcome email + guide 1
- Invite for welcome+ with training on how to customise user profile
- Check the customisation process: does the user add is photo, describe his firm? add addresses
- Check services adding: Does the user add some services on his profile?
- Check products adding: does the user add products on his shop?
- Request for verification of skills and identities
- Regulatory
- Monitoring of progress. Follow-up if not completed and if necessary, phone call.
- Reminder email and Sending of the guide 2+ link for training
- Training in the use of the platform Technical assistance
Steps taken so far
I have created a scenario which starts with worpress (watch users). I have creater router and filter since we have 2 users categories: Providers and customers.
I have added Google sheet (add a row). and have added the gmail. this part is ok. I need only to make it run every day.
But for the other steps, I have difficulties. I have added wordpress (update a user) for capturing every change on the user statut (booking for meetin, profile customisation, published services…)+ Google sheet module (update a row)
PROBLEM: THE VARIABLES I WANT TO FOLLOW ARE NOT VISIBLE ON THE WORDPRESS MODULE. I have created on the meta custom fiel, but it is not working. I need your help to add correctely those variables.
