Online Programs: Creating Automations for Your Program
4 min read
Save time by creating automations for your program(s). Each automation starts with a trigger that causes an action to occur in response to the trigger. For example, when a member joins a program, send them a welcome email.
You can get as creative as you want when creating an automation to meet the needs of each program. This ranges from sending a notification when a participant misses a step or a chat message thanking a member for paying for a program.
Step 1 | Add a new automation
Each new automation you create appears in your site's dashboard. Give each one a unique name to keep your automations organized and easy to keep track of.
To add a new automation:
- Go to Automations in your site's dashboard.
- Click + New Automation or click an existing automation to edit it.
- Click + Start from Scratch.
- Click the title to give your automation a name.
Step 2 | Choose a trigger
The trigger is the event that initiates an automatic response. This is something that a member or participant does involving your program. You can choose from a list of available triggers and select which program triggers the automation.
To choose a trigger:
- Select Online Programs in the Trigger section.
- Select the relevant checkbox under Select a trigger for this app and choose a trigger for your automation.
- Click the Select which programs trigger this automation drop-down and select the relevant program(s):
- Any: The trigger is active for all programs.
- Specific Program: You can select draft and published programs. Programs without steps don't appear here.
- Click the Select program drop-down.
- Click + Select.
- Select the checkbox next to the relevant program.
- Click OK.
- Click the Limit Frequency to drop-down and select how many times the same contact can trigger this automation:
- Don't limit (trigger every time): Your action will take place every time it is triggered by a visitor.
- Once per contact: Your action will take place only once per contact.
- Oncer per contact every 24 hrs: Your action will take place only once per contact in any 24hr period.
Step 3 | (Optional) Add a delay
You can choose how much time passes after the trigger, before the action occurs. For example, if your trigger is 'Member joins a program,' you may want your action to happen right away to welcome new participants.
To add a delay to your automation:
- Click + Add Delay.
- Click the drop-down and select when to perform the action (e.g. days, hours and minutes).
Note: If you don't add a delay, the action is performed as soon as the trigger occurs.
Step 4 | (Optional) Add a condition
After choosing a trigger, add a condition to make the automation more specific. For example, if you offer multiple online programs, you can set up a condition so the automation only includes specific programs.
To add a condition:
- Click + Add Condition.
- Click the Continue the automation if drop-down and select the criteria you want to use to decide whether this automation continues each time it's triggered.
- Click the drop-down that appears next to your criteria drop-down to select your operator (e.g. "is", "is not").
- Click the drop-down or text box that appears next to the operator drop-down to complete your condition.
Note: The logical statement you've created will determine whether the automation continues. - (Optional) Click + Add Criteria to add more conditions.
Step 5 | Choose an action
After choosing a trigger, decide how you want to respond to that trigger. For example, if your trigger is 'Participant completes a step', you can assign a badge to encourage them to continue to the next step.
To choose an action:
- Select your desired action in the Action section.
- Choose an action using the available options.
Tip: For example, if your trigger is 'Participant Misses a Step,' select the 'Send a Chat Message' follow-up action to send a reminder message to those participants. - (Optional) Click + Add an Action to set up a multistep automation.
Tip: For example, add a multistep automation that welcomes members who join your program with a chat message and then sends a follow-up email a few days later encouraging them to start the program.
Step 6 | Activate your automation
Click Activate to save and activate the automation. It now appears on your automations page where you can edit, deactivate or delete according to your needs.
Did this help?
|