Online Programs: Creating Automations for Your Program
Create an automatic response that occurs when your participants or site members perform a specific program action. Automations allow you to focus on the bigger picture by taking care of smaller tasks for you such as emailing new program members, reminding those who have missed steps, alerting participants about future steps, and more.
Note:
Wix Automations is a powerful tool that helps save you time, especially with smaller or manual tasks. To learn more about how Wix Automations works, click here.
To create a new automation for your program:
- Go to your Automations Dashboard.
- Click + New Automation.
- Click the title at the top to give the automation a name.
- Select Programs under the app list.
- Select a trigger for your automation. The triggers are specific to Online Programs and include actions such as 'Participant Completes a Step,' 'Participant Misses a Step,' or 'Member Joins a Program.'
- Click the drop-down under Select which programs trigger this automation to choose the programs that you want the automation to work with.
Note: You can select both draft and published programs.- All Programs: The trigger is active for all programs.
- Specific Program: The trigger only works for specific program.
- Click the drop-down under Select program.
- Select the checkbox next to the relevant program.
- Click the drop-down under Select which steps trigger this automation to choose the step in the selected program which triggers this automation.
- All Steps: The trigger is active for all steps.
- Specific Program: The trigger only works for specific program.
- Click the drop-down under Select step.
- Select the checkbox next to the relevant step.
- Click Apply.
- Choose a follow-up action that occurs as a result of the trigger you've selected. For example, if your trigger is 'Participant Misses a Step' you might choose 'Send a Chat Message' to automatically send a reminder message to them. To learn about each follow-up action click here.
- Set up the timing of your automation:
- Click the drop-down under Choose a time to send this action to pick a time.
- Set custom time: Click the up and down arrows to set the number and click the drop-down to choose between days or hours.
- Immediately: The action is performed as soon as the trigger occurs.
- Choose how often the same contact can trigger the automation.
- Don't limit: The same person can trigger the new automation an unlimited amount of times.
- Once per contact: The same person can only trigger the automation once.
- Once per contact every 24 hours: The same person can trigger the automation once per day.
- Click the drop-down under Choose a time to send this action to pick a time.
- (Optional) Click + Add Follow-up Action at the bottom left to set up a multistep automation.
- Click Activate to save your new automation.
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