Set up and manage your automation.
The Automation Module allows you to browse through your automations. From here, you can also create new triggers and actions to automate your Space. You can navigate to the Automation Module using the navigation menu on the left of the platform. Look for the icon that resembles a rotating gear.
The Automation Module
Automation rules consists of two parts: a Trigger event and one or more Actions. Whenever the specified Trigger event occurs, the Platform automatically performs the listed Actions sequentially on the triggering contact.
This system of Triggers and Actions allows you to automate your workflow. You can do a wide variety of things with automations, including sending surveys and assigning contacts to the people who can best help them.
From the automations table, you can see all of the automation rules you have in place. On the left, there are toggles that allow you to disable and enable each automation rule individually.
The more actions button allows you to access a dropdown menu of additional things you can do with each of the automation rules. The More Actions button is on the far right. Look for three vertical dots.
From this dropdown menu you will be presented with several options:
- Details: Opens up the automation rule's detailed information.
- Edit: Opens up the automation's triggers and actions for you to change.
- Clone: Allows you to create a new automation rule from the existing one.
- Delete: This option permanently deletes the automation rule.
To create a new automation rule, press the blue "ADD RULE" button at the top left of the page. This will open up the Create Automation Rule menu.
Creating Automation Rule
You will have to enter a name for your new automation rule along with a short description in the first two fields, respectively. These fields do not have any impact on the logic of the automation rules, but is crucial in keeping your automation rules organized.
The Trigger is the event that will cause your automation to run for the given contact.
Here is comprehensive list of available Triggers:
Once the automation rule has been triggered, the Action(s) will be carried out sequentially on the triggering contact.
Here is comprehensive list of available Actions:
The platform will perform all of the Actions in an automation rule sequentially. To add more Actions to your Automation, press the blue "+ ADD ACTION".
In some cases, you do not want the same automation to be triggered more than once for a contact. You can enable the "Perform once per contact?" checkbox to prevent this from happening.
More Actions Menu
Editing Automation Rule
From here, you can change and alter the details of the selected automation rules.
If you need to create another automation rule with similar processing logic, you can clone the existing rule and make changes to it.
If an automation rule is no longer relevant or a duplicate of another, it can be deleted from the space by choosing Delete from the actions menu.