Automations

Automations (under Automations in the sidebar) do the repetitive follow-through for you: the welcome sequence for new subscribers, the thank-you after a gift, the reminder before a shift. The list shows each automation as a one-line recipe (the trigger and its steps) with how many times it ran in the last 30 days and how the last run went.

Anatomy of an automation

• Trigger is the one event that lets someone in: Form submitted, Person created, Tag added, List joined, Donation recorded, a billing event, a volunteer shift status, a task breaching SLA, a new subscriber or unsubscriber, a date arriving, or plain Manual enrollment. Everything after the trigger is the sequence.
• Steps: what happens, in order. Add a Wait, Send email, Add tag, Create task, or Notify team at any insertion point; waits and actions can be mixed in any order.
• Only enroll if sets optional conditions on the right rail. With none, everyone who hits the trigger enrolls.
• Active / Paused: Active runs every time the trigger fires. Pausing stops new runs immediately; nothing queues while paused.

A good first automation

1. 1Open Automations and click New automationPick a trigger from the twelve cards. That’s the event that enrolls people.
2. 2Build the sequenceUse the + between steps to add a wait, an email, a tag, a task, or a team notification.
3. 3Name it and set it ActiveThe name is how the list and the Activity log refer to it. Once it’s active it starts watching for the trigger.

Who’s enrolled

The Enrolled contacts tab shows who is moving through the sequence and where they are. Enrollment is per contact. Someone already in the sequence isn’t enrolled twice by the same trigger.