Automations give you the opportunity to automate and personalize your customer's journey. They can be used to follow up with leads, remind customers of other purchase opportunities, remind team members to contact a lead, or send a customer a happy birthday message.
Step 1: To create an Automation, click Automations.
Step 2: Click Create Automation, name your Automation
Step 3: Choose either Contact or Deal type automation
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 4: To add a trigger, click Add Trigger.
Step 5: Choose a trigger and click Save. To choose multiple triggers, click Add Another Trigger. Multiple triggers will be based on OR logic, meaning at least one trigger needs to happen in order to begin the Automation.
Goals, Actions, Conditions, Delays, and Split Tests allow you to create powerful Automations to simplify, personalize, and target your marketing; automate your regular communication with contacts; and/or automate manual admin tasks.
Goals are very similar to triggers, in that your Automation waits until something happens. An automation will only progress past a 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 via text, 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 the customer reaches the split in their journey. 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(s).
To continue adding steps, click the [+] sign below the previous Automation Step. To split your Automation into two paths after a step, 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.
Click the Gear icon to select whether or not contacts can be added more than once.
Now that you know how to create automations, you'll be able to build any campaign or operational workflow you can imagine!