Most effective Automations

Modified on Wed, 21 Feb 2024 at 02:28 PM

Automations can help you save time and enrich your data by automatically adding triggers and actions when fans complete certain activities. Here are some of the most effective automations you can apply:

Before you get started

Make sure you have access to Automations

Example 1: Genre tag campaign registrants & auto-send SMS

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 an auto-message to Fans before their birthday

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 3: Auto-send a message to subscribers

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 4: Add genre tag(s) to subscribers

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

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