Purpose: Automations allow you to automate workflows and tasks such as activities, updating data records, and communications. Automations can be used to follow up with leads, remind customers and leads of other purchase opportunities, remind team members to take action, send customers happy birthday messages, and much more complex workflows!
TABLE OF CONTENTS
Automations consist of Triggers, Actions, Conditions, Goals and Delays.
Triggers
The first step in creating your Automation is to add a Trigger that kicks off the automation. The following Triggers are available:
1. Activities
1.1 Activity Logged
1.2 Activity Past Due
2. Contacts (Entity Records)
2.1 New Contact Created
3. Fields
3.1 Field Updated
3.2 Tag Added/Removed
3.3 On or Around Date
4. Interactions
4.1 Form Submitted
4.2 Survey Submitted
5. Messages
5.1 Email Received from Contact
Actions
Actions allow you to update records, send communications, start and stop Automations, or notify team members. The following Actions are available to add to your automation:
1. Activities
1.1 Schedule Activity
1.2 Delete Scheduled Activities
2. Automations
2.1 Modify Automations
2.2 Go to Automation Step
2.3 External HTTP Requests
3. Fields
3.1 Change Field Value
3.2 Change Tags
3.3 Math Operators
4. Messages
4.1 Send Email
5. Related Objects
5.1 Create Related Entity
5.2 Modify Related Entity
5.3 Send Email to Related Contact(s)
5.4 Modify Automations on Related
6. Team
6.1 Notification (Email)
6.2 Notification (Text)
6.3 Assign Team Member
Conditions
Conditions fork Automations into two paths based on criteria set by you. If the condition criteria is met the Automation will proceed down the "Yes" path. Else, the Automation will proceed down the "No" path.
The following Conditions are available to add to your Automations:
1. Is In Group(s)
2. Is Not In Group(s)
3. Custom Filters
Goals
Goals are similar to Triggers. With goals, your Automation will wait until something happens and won't proceed until the goal criteria is met.
Goals have two states: Goal Met or Goal Not Met. When reaching the Goal Step, the automation will proceed. NOTE: if multiple criteria are needed setup additional Goals.
Here's a list of available goals:
1. Activities
1.1 Activity Logged
1.2 Activity Past Due
2. Fields
2.1 Field Updated
2.2 Tag Added/Removed
2.3 On or Around Date
3. Interactions
3.1 Form Submitted
3.2 Survey Submitted
4. Messages
4.1 Email Received from Contact
4.2 Email Interaction
Delays
Delays are steps in an Automation that allow you to control when the next step occurs. A common example of a delay is waiting 24 hours after a contact has opened an email, before sending them a follow up email.
The following Delays are available to add to your Automations:
1. Minutes
2. Hours
3. Days
Summary: Automations streamline workflows, saving time and ensuring consistency in workflows. Automation features simplify and enhance customer relationship management by providing highly customizable workflows, allowing businesses to nurture leads, manage contacts, and personalize customer interactions efficiently. Use automations to save time, improve engagement and team collaboration, and enhance customer satisfaction.
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