Checklist Run Link

A “Checklist Run Link” is a link which, when clicked, runs a new checklist from a certain template.

This allows you to quickly run a new checklist without having to open the template and then click “Run checklist” button.

Run links can also be used to help integrate your checklists with other apps.

  • Send to a member of your team in chat
  • Store in a document for quick checklist running
  • Send to a customer automatically to complete via email
  • Send as a survey to your email list
  • To link together multiple processes
  • To integrate with another apps such as your CRM or Support System

Users: In order to create Checklist Run Links, you must be an Administrator or a Member who has been given ‘can edit’ access by your Administrator.

To generate a checklist run link, first navigate to the template you want the create the link for.

Click the cog next to the template’s name, and then on “More options” in the right-hand template menu.

Next, click the “Run checklist link” option and set the appropriate permission for sharing.

Copy the run link and add it to a document, your CRM, support center or into another template, which effectively links your processes together.

You can control who can use your run links and create new checklists, by setting the permissions.

Only organization members can create a new checklist

Admins and Members of your organization can create checklists from a run link when you use this permission setting. Guests cannot, so for guests or external users you need to use the permission setting below.

Anyone can create a new checklist

If you choose this permission setting, all checklists created from this link will automatically be shared, and anyone with the link will be able to run a checklist and interact with it. They don’t even need a Process Street account. 

This is a great way to run surveys or collect information from customers, leads or even employees before they start their first day.

Note: Anyone using a run link with this permission set, will appear as an anonymous user in your template overview (including Guests).

As with many other aspects of Process Street, integrating your checklist run links with other apps makes them even more powerful.

For example, you could integrate the run link with your CRM in order to automatically populate the new checklist with data, such as your client’s name, company or email address. This saves valuable time and prevents data entry errors, since when you run the checklist, some of the form fields in your new checklist will already be filled out with your data.

To set this up, you’re going to need add variables into your run link, but before we get to variables, let’s first check you have some form fields in your template.

Step 1: Adding form fields

If you are using a premade template, chances are there will already be a number of form fields in your template. If not, or if you don’t have the right fields set up already, you’re going to need to add some.

Form fields such as email addresses, names or ID numbers can be added to your templates to allow you to use them as variables in your run link.

Edit your template and drag and drop the required form fields into the relevant task/s. Give the form fields a label, for example “Employee name” or “Client website”.

Add as many form fields as you need in your template and click “Save changes” when you’re finished.

Step 2: Adding variables

Now you can head to the run checklist link menu to add variables.

Open the template menu on the right of your screen, click “More options” and then select “Run checklist link”.

Next click the “Run link” tab and then click “Link options” and then “+Add variable”. A dropdown list appears with your choice of variables, as shown above.

Select the variables you want to use, one at a time. You can add as many as you require in your run link. Each time you add a variable, your run link starts to build.

For example, if you add the variable “checklist_name“, this will be added to your run link: “checklist_name=XXX” or if you add the variable “form.Employee_Name” then this will be added to your run link: “form.Employee_Name=XXX

Once you’ve finished adding variables, copy your run link.

To populate variables with information when your new checklist runs, you need to change the “XXX” entries in your run link to match the data you want to pass into your new checklist.

In the example below, we’re creating the run link in another template, inside a text field.

Start by pasting your run link into the text field so you can see it in full.

Highlight one of the places where you have “XXX” and then click the magic wand icon to search for the fields to populate the “XXX” entries with. In the example above, we’re using the candidate’s name, email address and ID number.

The resulting run link will look something like this (with variables in bold):

https://app.process.st/templates/Employee-Onboarding-CS-Team-pWEvpUkcSdJGI5IgbFxFhQ/checklists/run?form.Employee_Email={{form.Intern_email_address}}&form.Employee_Name={{form.Intern_full_name}}&form.Intern_ID_Number={{form.Intern_ID_number}}

Once you have changed all the XXX’s in your run link to variables, you can hyperlink the run link into your text. This creates a nice looking, clickable link in your template and checklists.

The gif above shows you how to do this.

Select and cut the whole run link, ready to paste. Next, highlight the text you’d like to link to and click the link icon. Paste the run link into the URL field. Click OK to finish and save changes to your template.

Create a checklist name using two variables

You can add two variable fields together in a run link. For example if you want to put both the candidate name and their ID number into the new checklist name, this is possible. Add a + symbol between the two fields in your run link and this will add both fields to your new checklist name, when the checklist is created.

For example: …checklist_name={{form.Intern_full_name}}+{{form.Intern_ID_number}}…

Note that you can only push data into the checklist name or the following form fields:

  • Short text field
  • Long text field
  • Email
  • Web address

Whilst you cannot use date fields in checklist run links, you can workaround this by using a short text field and enter the date there instead.

Integrating checklists and their run links can be confusing at first, so let’s run through two examples of how this can be done.

Example 1: Pulling data from a CRM

See full help article on integrating Close.io and Process Street.

Let’s say that you have a sales qualification process, and have created a run link with variables for your customer’s email and their name.

After setting up the run link, you would need to go into your CRM (in this case we’re using Close.io) and add a new integration link.

Paste your run link into the new integration link field, make sure that the “type” of link is correct (in our case, this could be a “Contact” link) and take note of where the variables (eg, “Customer_Email=XXX”) in that link are.

You now need to replace the “XXX” entries with the correct code for those variables, as shown by your CRM.

In our case, “Customer_Email=XXX” needs to be changed to “Customer_Email=[[contact.primary_email]]”, and “Customer_Name=XXX” becomes “Customer_Name=[[contact.name]].

This will give you a new run link which, when clicked while you’re viewing a customer in your CRM, will create a checklist and automatically pass over the data in the variables you’ve set.

Example 2: Using an email marketing tool

You can include a run link in emails sent using tools such as Mailchimp to allow the recipient to run a checklist, but by including variables in you link, they can save time by not having to fill out details like their name and email address.

The run link can be pasted or anchored to text just like any other hyperlink, but to populate your variables (your “XXX”s) you’ll need to use your tool’s merge tags.

For example, Mailchimp’s merge tabs for the recipient’s first name and email address are |FNAME| and |EMAIL|, respectively.

Once you have these merge tags, replace the “XXX”s in your checklist run link with the correct ones and then your link is ready to go. Anyone clicking that link from your email will run a new checklist, with their information automatically added in for them.

To learn more, see our articles on variables, global variables and running checklists.


 

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