How it works
A requester creates a request filled with the documents, information or media they would like to get. They attach a list of contributors to it, then launch a sequence: messages sent to each person on a precise schedule, which stop for that person once what they sent has been checked and approved.
The vocabulary
Eleven words, in the order of the story.
- Requester (you): The one asking: they create the request, attach the contributors and launch the sequence.
- Request: What you would like to get: the list of documents asked for. A ready-made request gives it to you ready to use.
- Document: One item of the request: a document (PDF, photo), information (a written answer) or media (photo, video).
- Contributor: A person attached to the request, whom you ask for the documents. They upload from their personal link, with no account.
- Sequence: A start (the launch), an end (the deadline) and messages sent to each contributor on a precise schedule.
- Channels: How the messages are sent: email, text message, postcard, letter, registered letter. WhatsApp and phone calls are coming soon.
- Automatic stop: The sequence stops for a contributor once their documents have been checked and approved as compliant. As soon as they have uploaded everything, no more reminders go out to them while you check. You choose, campaign by campaign, whether approval happens on its own after 7 days without action (or at the deadline if it comes first): it is off by default for an ID document, a document to sign or a notary, wealth adviser, HR or legal template, and a document approved this way stays marked “received, not checked”. If you reject a document, they get a correction request and the reminders start again.
- Thanks and gift: Depending on the sequence, a thank-you message goes out once what the contributor sent has been approved. Gifts (chocolates, champagne) are coming soon.
- Recurrence: A campaign can start again on its own at the period you choose: every week, month, quarter, half-year or year, depending on your plan.
- Campaign: The whole thing: a request, its contributors, its sequence and its status. It is what you find in “My campaigns”.
- Status: Where the campaign stands: Draft, In progress, Paused, To approve (everything received, for you to check), Completed (everything received and approved) or Archived.
Lea's story
Six panels to understand it all.
This year, I'm done chasing paperwork.
Lea, the requester, creates the request “Club registration”: a photo, an insurance certificate, a registration form. These are the documents.
All 20 players, done.
She attaches a list of 20 contributors to it: the club's players.
Here we go, from September 1 to 30.
She launches the sequence, with a start on September 1 and an end on the 30th.
Hello Tom, your insurance certificate is missing.
The messages go out on a precise schedule, by email then by text message: these are the channels.
Sent!
Tom uploads everything: no more reminders while Lea checks. She approves: the sequence stops for him and a thank-you goes out. If she rejects a document, the reminders start again for Tom; if she forgets and has chosen it, everything is approved automatically after 7 days.
Next year? Nothing to redo.
Next September, the campaign starts again on its own: it is recurring.
The options
What you can add to a campaign. Some options depend on your plan.
Coming soon
Ready to launch your first campaign?
Create your request, or start from a ready-made one.