Your brand is critical to building a great culture with your team and a deep relationship with your customers.
Which is why new employees, customers and partners should always experience your brand in the best possible light.
This is why we’ve been working hard to enhance the customization and branding possibilities within Process Street.
Today I’m happy to announce the release of cover images and emoji icons to further customize your workflows and pages with your own branding.
Create familiarity across multiple channels with cover images
Beginning today, your team can add custom cover images to their workflows.
The cover image is an easy and powerful way to help people quickly understand who is driving a particular process so they’re more likely to engage with it. Add familiar corporate branding in workflows that include external participants.
Help colleagues across your organization identify the specific initiative, department, or team driving an internal workflow. When setting up a process just for your team, adding a cover image can help create a more delightful experience.
While account admins were already able to add a logo to the Process Street UI, any workflow creator on your team can upload a cover image. And unlike the rich media content in specific tasks, the cover image is visible to every workflow participant.
Once you add a cover image, Process Street will also include it in automated emails — such as when a task is assigned or an approval is needed. If you use our app in Slack, you’ll see the image there too.
Cover images can also be added to Process Street pages.
Enhance recognition and personality with emojis and icons
In addition to a cover image, you can now also add an emoji or custom icon to each workflow and page in Process Street. Once added, it will appear in tandem with the cover image and contribute a little extra personality for workflow participants and page viewers.
You and your team will also directly benefit behind the scenes. When you search in Process Street or scroll through your library, you’ll now see the emoji or icon next to the name of the workflow or page to help you find the right asset faster.
Stay true to your brand with rich content emails
Many of you already use our email widget to speed up sending emails at the right moments in your processes. Until now, though, the widget had an important limitation: the emails you created in it were plain text only. Starting today, we’re giving you two new ways to enhance your emails with richer content that more closely represents your brand.
The default option in our updated email widget includes a rich text toolbar so you can set the font color, add hyperlinks, and more.
To really customize the look and feel of your email, we’ve added an HTML option. If you’re not an HTML expert, don’t worry! There are a number of free drag-and-drop email builders you can use to create the code, which you can then copy and paste directly into the widget.
There’s one additional improvement to our email widget that I’m excited to share with you. Workflow participants can now send emails directly via Process Street without first opening the draft in their own email client! This update will help your team and other stakeholders save time and clicks. The new send experience only applies to email widgets that you add moving forward, so if you already have the previous version of the widget in a workflow and like how it works, you can keep using it.
Check out custom branding today!
As a Sr. Product Manager at Process Street, I spend a lot of time thinking about ways that we can enhance the user experience for both workflow creators and participants, so I’m particularly excited to launch these custom branding updates on all plan types.
We’re only getting started, too. If you have an opinion on today’s releases or want to share other ways you’d like to incorporate your branding in Process Street, get in touch with us anytime!
This is great! I love the new Send Email update with rich text and sending directly from Process Street. Thanks for the improvements!
I would also *really* love the ability for a completed task to send an email automatically without the person completing the task needing to do the sending. Use case: a point of contact at a client could complete the first step of a “Setup New User” workflow, at which point we would like to be notified of the submission in a “hidden” fashion. I.e., be able to configure a “hidden” email alert when Task X is marked complete, and be able to put specific info in that email using field/workflow variables.
Right now, the only ways to get a notification like this (that I’m aware of) are:
– Have the user completing the first step send the email with the Send Email field. This has downsides – they will see that it’s an email and just stop using the form, emailing us directly, or be bothered by it.
– Use Zapier to send an email when the task is completed. This adds complexity and another tool to the process.
– Create a generic Process Street “user” that is automatically assigned to steps after the first step (with a Stop). This triggers an email automatically, but it lacks the info provided by our point of contact in the first task.
It’d be epic if the feature could:
– Be hidden from the person completing the first task
– Include values from fields/variables and be editable, just like the existing Send Email feature
– Be able to assign an Email address field as the “From” address for the outgoing email (this would end up creating a ticket in our PSA for them under their own company)
Not sure if that’s in your backlog yet or feasible, but it’d be super helpful!
Thanks Trevor! I like where your head is at – love the idea of email notifications. We are actively improving the email widget. Something we are looking into is enabling SMTP setup for customers to customize the outgoing FROM email on an organization level. Love to get your thoughts on that!
Thanks for the feedback Trevor. Another feature we are looking at is a Gmail automation that would allow you to send an email automatically in the background.
Great update! Any chance you’ll add the option to toggle whether the email form can send directly or open in our email browser? Sometimes we want to make little adjustments or attach a file to the email.
Thanks Matt! It’s something we are working through. How would it feel if users were able to make adjustments to the email in the workflow run? When thinking about file attachments, would linking to a document(s) suffice?
Love it. Excited to check it out!
Nice Sera! Let me know what you think!