Wix Partners: Managing Your Automations
4 min read
Automating tasks can greatly improve the efficiency of your business operations. With the Automations feature in your Partner dashboard, you can streamline tasks related to clients across your entire Partner account. Use automations to stay engaged with clients by sending automated emails to new leads, thanking customers for paying an invoice, reminding customers of a payment due and more.
Note:
CRM tools that are site-based are not available in this account-based Automations tab (e.g. automations triggered by Wix Forms or Wix Bookings).
The structure of an automation
All automations consist of a trigger, an action, and the timing for performing the action.
The trigger
An automation's trigger is what causes the action to occur. Start by choosing an app for the trigger, then specify what needs to happen in the app for the action to occur.
For example:
You could have an action take place when your client accepts a price quote by selecting "Price Quotes", then "Price quote accepted".
The action
After setting up your trigger, choose the action that will happen next.
For example:
You could send clients a Triggered Email whenever the automation's trigger occurs by selecting "Send email to contacts". Then customize the sender details and create your Triggered Email.
Tip:
Click + Add an Action below the Timing section to add another action to the automation.
The timing
The timing determines when exactly the action takes place following the trigger. Select Immediately to perform the action as soon as the trigger happens, or set custom timing. You can also limit the amount of times the same contact can trigger the automation in the Limit frequency to drop-down.
For example:
Delay the action from occurring until 3 days after the trigger happens by selecting Set custom time and choosing 3 Days After the trigger.
Creating automations
Create your own automations from scratch or choose from several Partner account-related templates. You can use automations to send personalized emails to new leads, thank clients for paying an invoice or accepting a price quote, notify customers of an invoice that is due and more. Learn more about creating automations.
To create an automation:
- Click Partner Dashboard at the top of your site's dashboard.
- Click the CRM Tools tab on the left.
- Click the Automations tab on the left.
- Click + New Automation at the top right.
- Choose how to create your automation:
- From scratch: Click + Start from Scratch.
- From a template: Choose a template from the list and click Set Up.
- Set the trigger, action and timing.
Tip: Click + Add an Action below the Timing section to add another action to the automation. - Click Activate.
Tips:
- You can automatically send an email to potential clients when you receive a new lead. Choose the Marketplace trigger and the Send an email action to do so. This also automatically changes the status of the project to "Contacted" so the lead does not expire.
- You can automatically move cards in a workflow when you receive a new lead. Choose the Marketplace trigger and the Move a workflow card action to do so. Make sure to also update the status of the lead so it doesn't expire. You can do this automatically by adding a follow-up action to your automation that sends an email.
Managing your automations
After creating automations, they appear in the Your automations section. Here you can activate/deactivate, edit, rename, duplicate, and delete your automations.
To manage your automations:
- Click Partner Dashboard at the top of your site's dashboard.
- Click the CRM Tools tab on the left.
- Click the Automations tab on the left.
- Hover over the relevant automation and click View Summary.
- (Optional) Click the toggle
to activate or deactivate the automation. - Click More Actions and choose an option (Edit, Duplicate, Rename, View email stats or Delete).
Automation analytics
View detailed statistics for each automation that sends out an email to clients. Analyze your delivery statistics to gain valuable information about how your contacts responded to your emails, including the number of emails that were delivered, opened, clicked, bounced, and reported as spam. Learn more about viewing your Email Marketing statistics.
To view statistics for automations that send emails:
- Click Partner Dashboard at the top of your site's dashboard.
- Click the CRM Tools tab on the left.
- Click the Automations tab on the left.
- Hover over the relevant automation and click the More Actions icon
. - Click View email stats.
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