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”.

  • 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
  • Use to link together multiple processes
  • Integrate with another apps such as your CRM or Support System

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

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

checklist-run-link-cog-and-more

Now click the “Run checklist link” option.

run-checklist-link-button

To copy the run link, click the button to the right-hand side of it.

run-checklist-link-copy-button

You can control if you want only members of your organization to be able to run checklists off your run link, or if anyone can run checklists off the link.

Allow anyone to make checklists from your run link

If you choose “Anyone can run checklists”, all checklists created from this link will automatically be shared, and anyone with the link will be able to access and interact with them.

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

run-checklist-link-copy-button

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

For example, you could integrate the link with your CRM in order to automatically populate the created checklist with data such as your client’s name, company, email address, etc.

Step 1: Adding variables

To do this, you first need to open the run checklist link option, as shown in the “Creating a run link” heading above.

Once you can see the link, click the “Link options” dropdown…

run-checklist-link-

… and then select the data field (or fields) you want to automatically populate when creating the checklist.

This will change the checklist link to include the fields you’ve selected. For example, if you add “checklist_name”, the following will be added to your run link:

checklist_name=XXX

Step 2: Populating variables

To populate your variable with information automatically, change the “XXX” entries in your run link to match the item you want to import, such as the Close.io ID of the client’s name.

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

  • Single line
  • Paragraph
  • Email
  • Web address

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 shift over the variables you’ve set, saving you time and effort.

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 article on running checklists.

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3 Comments

  1. Laurie-Anne King

    So cool! I have question on setting up a run link for clients to run their own checklist. How do they go back and access the checklist later? What would I need to set up for that to be automated / easy?

    1. I am curious about how we can access the newly created list again, if we click the run link twice, looks like it creates a duplicate of the checklist, if it would access the already created one it would be very useful.

      1. Vinay Patankar

        We are actually working on a “save this link” button that pops up for anonymous users.

        Another option if you can pass their email into a hidden field, you can create a Zap to send the checklist link to them via email.

        You could also just tell them in the checklist (don’t forget to save your link)

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