Sometimes, instead of deleting a person from the “People” section, and with them all the information related to their profile, you might want or need to keep a copy of that information although not inside Kotive.

You can now archive a person’s profile. One of the reasons you might need to archive a person’s profile would be for regulatory purposes - storing the information for a period of 3 or 5 years.

One of the issues that you may (or will) encounter when integrating other apps and services as tasks in your workflows is that these integrations sometimes fail. You might only notice that a specific workflow instance has failed a couple of days or weeks after the event occured…

While you can manually retry failed tasks from within Kotive, we also have your back with automated task retries in workflows.

The General Data Protection Regulation (GDPR) is now in place within the EU and pertain to the collection and protection of information.

While your best option is to consult legal counsel, we’ve tried to extract what you need to do in order to make your Kotive published forms (embedded or directly linked and accessibile by non-logged-in users) GDPR compliant.

Shortly, GDPR aims to protect users from unauthorized data collection by requiring explicit consent. If you collect data using Kotive’s published forms then the individual providing the information needs to be aware of it and give permission before any action is taken. GDPR also requires that users are able to request access to their data and have it removed if requested.

We conducted a study into the ROI (Return on Investment) one of our customers get from a single Kotive workflow.

They’re a professional training company that provides a variety of learning and skills development interventions aimed at Continuous Professional Development (CPD) and they use a custom Kotive workflow to automate the repetitive administrative tasks for all their in-person training registrations. (The workflow is similar to our “Continuous professional development” template workflow.)

Update: Since conducting this case-study we have created a toolbox of online teaching tools that make-learning-flow for students. Learn more about our online teaching and learning tools →

Now that we have integrated Hunter with Kotive you can search and find all the email addresses corresponding to a website address or domain as a task in your workflow.

The integration of Kotive with both Mandrill and Sparkpost gives you the option to use one of these email service providers to send personalized transactional emails that contain your business’ branding and ‘from’ email address.

Transactional email notifications can range from confirmation emails sent after placing an order, welcoming a new member, confirming registration, giving notice of cancellation, or any other kind of email that is part of your workflow. And it can contain your unique branding.

We have integrated Kotive with Google sheets. You can now gather information using various tasks within your workflow, and then add this information automatically as a new row to your existing Google Sheet.

This is especially valuable if you later want to apply formulas to your data or create meaningful charts and graphs to present at your monthly management review meeting!

Are you working in a modern team with virtual offices across the globe (or across the hallway)?

Well, you can now receive notifications directly in Slack - your company’s messaging app.

SMS notifications and contextualized marketing SMSs can now be included as tasks in your workflow. The integration of Kotive with both Twilio and Clickatell make this functionality available.

People reading Leapfrog into butter have approached us with practical questions on how to go about achieving what we’ve proposed in the mentioned post, namely:

“…with little up-front investment and in a surprisingly short amount of time you can tap into the revenues of one of the most exciting and growing global markets… you can definitely get rich. And yes, even sooner than you may think…”

We have compiled a few Q&A’s we think might help you get the ball rolling.