Getting Started

1.  Go to clientform.sendhark.com and navigate to the “Workflows” Tab
    
2.  Click on “Add Workflow” button on the top right to get started!
   
   Tip: Your Brand Kit (color scheme) is controlled in the “Primary Workflow”.
   1. Also if you want to duplicate a workflow instead of starting from scratch, hit the 3 dots on the right of a workflow name and select: Duplicate.
3.  Workflow Selection Page: Now you are in the workflow editor that looks like this:. Here's Here's what you'll do here: 
   1. Name your workflow: This is what your customer will see when they select a reason to reach out.
   2.  Hide workflow. Toggle the “Workflow Hidden” button if you don't want this workflow to appear to the customer in the menu items. (If you want to use Hark for testimonials, you may choose to hide marketing flows from the contact us page)
   3.  Decide if you want this workflow to go to your help desk (again, if you use Hark for marketing you may not want those tickets to flow into your help desk, you can adjust that toggle here)
   4. If you are in the Primary Workflow, you can change your brand kit and colors here. 
   5. Add tags that will flow into your help desk. 
   6. Add your company's terms and conditions and privacy policy.
4.  Customer Details Page: This is the second page that looks like this: This is where you'll be able to: 
   1.  Edit the text asking for customer information. 
5. Talk about it: Recording Page. This page looks like this: Here you'll be able to: 
   1.  Customize description text. 
   2.  Decide which recording options to offer your customer. If you want to take away an option, press the eye icon. If you want to make one option the CTA, you can drag and drop the options using the two bars on the left of each option. 
   3. Allow and/or require attachments for Hark submissions (attachments are photos or files). If you just toggle the button to allow attachments, customer are given the option to add files or photos. If you require it, they won't be able to submit their ticket without adding a photo. This is helpful to require on audio and text options for workflows where you may need proof so you can still get some context without a video.
   4. Adding gifs or tutorial images to help customers understand how to take a video of their product and encourage more videos.
6. Talk about it: After Recording page. This page looks like this: Here you'll be able to:
   1.  Customize text.
   2.  Ask for additional information like mobile number or shipping address and make it required or optional. 
   3.  Add custom fields. Custom fields are helpful if you need things Hark didn't cover like Order Number, Product Type, Barcode number, Ask for consent for using a video for marketing materials, etc.) When you add a custom field, it will automatically be in your custom field library, and you can add it to any workflows you want. To add one: 
      1. Click “Add Custom Fields”
      2.  Click “+ Create New” 
      3. Select input type (Text, Select, Number, etc.)
      4. Name the custom field (ex. Order Number)
      5.  Add description (this is optional, if you want to direct the customer on how to get this info like where the order number is located)
      6. Click “Required” checkbox if you want this to be a required field. If this isn't checked, the customer will not need to fill this information in to continue to the next step. 
      7. Tip: For “Select” input type (this is a dropdown of items), you will see a box for “Label” and “Value”, the “Label” is what the customer sees (ex. if it's product types, you can list each product name in each label section. The “Value” is the value of this label in your helpdesk so you can make these anything like 0, 1, 2 3, etc. This is just how that option is defined within your helpdesk so you can route it to the right place and categorize things.
7.  Review Page. This page looks like this: Here, you'll be able to:
   1. Customize text.
   2. Give customers contact preference option. You can toggle this off if you don't want the customer to have the option to decide how they want to be contacted back, but if you do offer multiple ways to reach back out to customers, you can give them the option to get a call back, an email, or a text. 
8. Thank you page. This page looks like this: Here you'll have the option to: 
   1. Customize the submission screen. 
   2. Add FAQ articles. Tip: If this is on a workflow about something like installation help, you can add helpful articles about tips and tricks for installing. Make sure the articles you add here are relevant to the specific workflow. 
9. That's it! Now click “Save” to make sure your changes are saved, and if you are already live with Hark on your website these changes will automatically update on your website.