Learn how to build additional automations to help you to continue to save time and scale as your business develops.
1. Accessing Automation Creation:
- Navigate to the automation section in your system.
- Click on "Create a Workflow" to initiate the process.
2. Understanding Automation Components:
- Familiarize yourself with the structure of an automation: triggers and actions.
- Triggers initiate the automation based on specific events, while actions are the subsequent steps in the workflow.
3. Adding a Trigger:
- Select a trigger from the list provided, such as appointment or survey.
- Specify the trigger criteria, ensuring it aligns with your workflow objectives.
4. Adding Actions:
- Choose the actions you want to occur after the trigger event.
- Actions can include tagging contacts, sending notifications, or updating records.
5. Branching with If Statements:
- Introduce conditional branching using if statements to cater to different trigger events.
- Name each branch and define the trigger for that specific path.
6. Adding Wait Steps:
- Include wait steps to introduce delays in the workflow.
- Specify time intervals or wait until specific events occur before proceeding.
- Exploring Advanced Options:
- Utilize advanced options like time delays, event triggers, or specific date triggers to customize the workflow further.
7. Finalizing the Workflow:
- Review the workflow components and settings.
- Toggle the workflow activation option as needed.
- Rename the workflow for clarity.
- Save the workflow to apply the changes.
8. Monitoring and Management:
- Track enrolment history to monitor contacts' movement through the workflow.
- Check the execution log for a history of successful, unsuccessful, or skipped steps.
9. Optimizing Workflows:
- Continuously assess and optimize workflows to align with evolving business needs.
- Experiment with different triggers, actions, and branching to enhance automation effectiveness.
