How to create an automation & the definitions

Modified on Thu, 16 Mar 2023 at 05:18 PM

Enrich your data and save admin time by automatically adding triggers and actions when fans complete certain activities. Or, take fan engagement to the next level with an automated email or SMS message triggered by certain actions or events, such as purchasing, subscribing, or birthdays.

How to create an automation

At the bottom left-hand side, click the initials icon
Select Automation

Click New Automation

View types of automations

You can also view Active automations, Paused automations, and Inactive automations by clicking on the drop-down menu under All Automations

How to start, pause, stop, or delete an automation

In the top right-hand corner, click the Settings icon
From there, you can select the option to either start, pause, stop or delete the automation

Trigger definitions

Action definitions

Example 1:

If a fan registers for a campaign, a tag will automatically be added to that fan (such as genres "likes Rock" or "Likes Indie"), and an SMS message will be sent to the fan:

Click and drag Registers for campaign
Select the campaign name
Click save
Under Action, click and drag the Tag
Select the tag
Click save
Click and drag Send SMS
Enter your SMS message

Preview the SMS message
Tick 'I agree to charge my credit card'
Click Save

Example 2:

Send a special offer SMS/email (like a discount code) to a fan before their birthday so they can redeem the offer as a birthday gift:

Click and drag Birthday as the Trigger
Next to Triggers, click on Actions
Select Delay By
Click and drag Delay by under Birthday
Add the time
Click and drag Send email, add the email sender address and email name
Click Preview
Click save

Example 5:

If your signup form links to a list: Anyone who subscribes to the list, a welcome email will be sent to say thanks for subscribing:

Click and drag Subscribes to List as the Trigger
Next to Triggers, click on Actions
Click and drag Send email, add the email sender address and email name
Click Preview
Click save

Example 3:

If a fan subscribes to a list, a genre tag will be automatically added, however, if the fan doesn't subscribe, then they won't be added to the list:

Click and drag Subscribes to List as the Trigger
Next to Triggers, click on Actions
Click and drag If/Else
Select 'Tag assigned to or'
Click and drag Add to List
Select the List
Click save

Still need help?