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External-Facing (or Customer-Facing) Steps

Sep 28, 2022

External-facing steps allow anyone isn't an employee (ex: customers, vendors, partners, etc.) to participate in your Flow with just email. No apps to download and no login required!

Do I have to login? We've all been there... answering THAT question. Thankfully, with Pipeline, the answer is NO! You can happily tell your executives and colleagues that they can complete a step in your flow from their phone or browser just by getting an email!  The next business partner that simply needs to upload a file or fill out a form can do so in just one click.

When a step is marked "external-facing" it means that it can either be completed from within Pipeline or it can be completed externally via an email link. 

People without access to Pipeline can still participate in a flow and take action!

 

Setting Up External Steps

  • When editing your flow, enable the External-Facing Step toggle on the step you want to be actionable, without logging in.
  • Make your External-Facing Step even better by embedding videos, adding templates and photos. Keep reading to the end!

 

An External Step in Action

  • The user will get an email that they can open into a browser on their computer or phone
  • Once the user clicks the 'Mark Complete' button the form will open up in a browser
  • In the browser the external user will be able open any attached files, complete all forms, add notes, and complete the step

The following video shows what completing a step in an External-Facing Step looks like

 

NOTE: You can pre-fill out the step form and save. Then when the external user opens the form, they can update info or simply complete the step.

 

Create a wizard using back-to-back external steps

When someone owns multiple external steps back-to-back, Pipeline will give them the option to immediately move on to the next step, just like a wizard!

How it works

  • Once the first step is completed, the external user will see the Go to Next step button
  • When the button is clicked the next step will open

External Step In-App View

If an external-facing step is assigned to a user in Pipeline:

  • The step can still be completed outside of Pipeline
  • The user can also login to Pipeline to complete the step, the step will look the same as all other steps

 

Next Steps

View How-To »

Learn how to add and customize forms in your flows.

View How-To »

If keeping all your customers, vendors, or partners on the same page feels like herding cats, see how the Pipeline tracking portal can take that completely off your plate.

View How-To »

Want to see how external users like customers, vendors, or suppliers can complete an intake form from Pipeline? It's simple, easy, and no login required!