Automations are powerful workflows that give you the ability to fully engage with your contacts seamlessly, automate internal tasks, and streamline admin tasks.
Step 1: To create an Automation, click Automations.
Step 2: Click Create Automation, name your Automation, and click OK.
The first step in creating your automation is adding a Trigger. A Trigger is an event, such as submitting a survey, that starts the contact on your automation.
Step 3: To add a trigger, click Add Trigger.
Step 4: Choose a trigger and click Save. To choose multiple triggers, click Add Another Trigger. Multiple triggers will be based on OR logic, meaning one or the other trigger needs to happen to begin the Automation.
Goals, Actions, Conditions, and Delays allow you to create powerful Automations to simplify, personalize, and target your marketing, automate your regular communication with contacts, and automate admin tasks.
Goals are very similar to Triggers, in that your Automation waits until something happens. An automation will only progress past the goal step if a) the goal "happens," or b) the goal doesn't happen in the timeframe specified by the "Didn't Meet Goal" setting. Learn more about using Goals here.
Actions allow you to update contact records, send emails, start or stop other automations, send texts, request contact information, or update team members. Learn more about using Actions here.
Conditions add logic and if/then statements into your Automation. Conditions will split your Automation into two paths, based on whether or not they're met at the time that the client's journey reaches the split. Learn more about creating Conditional Filters here.
Delays allow you to bring in timing to your Automations. Learn more about Delays here.
Split Tests, also known as A/B testing, allows you to test different messages and pathways within your automation. Learn more about Split Tests here.
Click Save after setting up your step.
To continue adding steps, click the [+] sign below the previous step. To split your Automation into two paths after a step, and execute both paths, click the [+] sign on the right of the step.
To delete a step, hover over the step and click the red X.
Step 6: When your Automation is complete, click Save.
Step 7: Toggle Active to activate your Automation. Until you Activate, your Automation will be saved, but won't run.
Click Toggle Stats to see how many contacts were triggered into this Automation and how many are on each step.