{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/3eb7fb35d2264f549149def39f8ff3f1\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/3eb7fb35d2264f549149def39f8ff3f1-bfad0a79b271fdaf.gif","duration":2817.92,"title":"Workflows and Automations in Swivel","description":"This Loom explains how to build confidence with Swivel workflows and automations, starting with annual review examples. Bonnie Newberry demonstrates editing an AUM annual review workflow, reordering steps like sending review postcards, and then running it using a dynamic product report list and the workflow “run” action for a contact. She then shows an automation triggered 7 days before the product issued date to send a personalized text and email and create a follow-up call task delayed 4 days, noting that texting and email sender settings must be configured before publishing. The Loom also covers workflow templates for annuity new business and answers questions about using tags for clients whose annual reviews should always occur in April and why campaigns cannot be used as automation triggers."}