Guides & tutorials
Guides & tutorials
Approval forms, approval lists or waiting lists are an easy way to organize your new users and trigger actions based on that classification.
If you need to give independent responses, access different sections or just change the status of each request, this feature is for you ;)
With Arengu, you can add approval workflows to any signup form without coding!
Imagine that we want to check one-by-one the users who are going to access our content or platform. How could we manage this on the editor?
Open the form editor, click on the Approvals tab, check Require approval of submissions and write the list of users statuses in that form. To add logics, create and link a flow to each one to trigger the actions that will automatically follow that change of status.
This feature perfectly fits, for example, in selection processes, where human interaction is needed to decide which users are going to overtake next steps: a personal interview, evaluating content, a curriculum or other attachments, or any type of subjective criteria.
Does it sound great to you? Let’s have a deeper look!
Once your signup form is created, we just need to click on the Approvals tab of the form and define the statuses, as we saw in the picture above.
In a simple example like this, our statuses could be, for example:
They are totally open, so you can adapt them to your needs!
It’s important also to know that default status is automatically assigned to every new user, so you don't need to check it manually. In opposition, final statuses are manually applied and they can’t be changed after the assignment.
Once the form is published and working properly, click on the Submissions tab to check new users and their statuses, as you can see in the picture.
To change users' statuses, click on View details button to open the view where we can manually change them and add comments about each one, unless it has already assigned a final state - Approved or Rejected, in this case -.
Remember that final statuses can’t be changed!
New submissions will appear on the top of the list, but it shows chronologically all of them, even those that have final states already assigned. By the way, you can check all of them here and also export submissions data.
Let’s have a look now at how to trigger personalized actions to each status!
Flows are one of our editor's core concepts. Do you already know how they work?
Arengu is not a traditional form editor. We have decided to take it a few steps further and upgrade logics, allowing easy and quick integrations with common services: CMS, notification platforms, authentication systems, payment providers...
And we are still developing features! Keep your eyes on social media to be aware!
Back to approval forms logics, let's see some examples of automatic responses to a change of status that are easy to configure with Arengu.
After a submission, we possibly would like to:
We can trigger these actions connecting an integration flow to each status. They will be executed every time a user gets that status associated! Most common forms and logics have already been saved in templates that you can easily reuse - or duplicate and edit!
Arengu allows you to easily automate emails, for example, to communicate new users that they request is pending from approval. This way, they could receive confirmation about the submission and indications about the process itself.
To assign the flow to the form, publish it and go back to form edition. Open the Approvals tab and associate it with the status, as it is shown in the picture:
Once it is published, new users will receive the email automagically!
We recommend to test your flow before publishing it, to check if everything is working properly. If it is not, go to the Executions tab on the flow editor to see where the error is!
Telegram integration is easy to manage as well: copy-paste the chat ID where you want to receive the notifications and its token!
Publish and assign your flow to the proper status to be automatically notified when there are new submissions to check!
And... this is important! To get two flows assigned to the same status, create both integrations in the same flow, like it is shown in the picture!
Finally, we can create a log in CRM for every approved user. We are going to see here how to easily integrate HubSpot but, if you have coding skills, you will be able to connect it to any CRM with an API ;)
To make it work, place the email variable and contact properties on their correspondent fields, publish and associate it to the proper status!
There are many other actions and integrations easy to configure with Arengu, like:
Possibilities are practically unlimited, because you can create your own templates to configure your common user cases even quicker and easier!