Wix Partners: Managing Your Automations

Use Automations to help you run your business smoother and more efficiently. Automations in your Partner dashboard are account-based and not connected to specific sites. This way you can automate tasks related to clients across your entire Partner account. 
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 is 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.
Click + Add Follow-up 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 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 card in a workflow 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 My Active Automations section. Here you can activate/deactivate, edit, rename, duplicate, and delete your automations. 

Automation analytics

View your total active automations, triggered automations, and emails sent from automations in your Automation Analytics section. You can view in-depth email and social statistics for automations that send emails to clients. 

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