You can create Automations on Makerble that perform an Action when certain Criteria are met.
How it works in 3 steps
Step 1 | Step 2 | Step 3 |
Choose the Criteria you want Makerble to look for | Choose the Actions you want Makerble to do
| Now sit back and wait for Makerble to: (1) spot contacts who match the Criteria (2) do the Actions, e.g. create an In-App Alert |
Automation Criteria and Automation Actions
Types of Criteria | Types of Action |
---|---|
|
|
Every automation is specific to a single project.
Separate Automation Actions are performed for every individual contact who meets the Automation’s Criteria
Get started with Automations
Child pages (Children Display) |
---|
Change in terminology
Alert Triggers are now called Automations
Alerts are now called In-App
...
Alert Triggers allow you to define a set of conditions which when met, cause an alert to be triggered.
Alerts are triggered by things that happen to your Contacts.
...
3 step explanation
...
1
...
2
...
3
An alert trigger is like a radar
...
It scans Makerble for specific things
Using this analogy:
the radar is the Alert Trigger
the dot in the radar is the Alert
...
You decide what you want the radar to look for
...
This is what you do whenever you create or edit an Alert Trigger
...
...
When the radar sees something that matches your criteria, it generates an 'alert'
...
This is the Alert that the user gets in their top menu
...
...
You can see all of your ‘radars' (in other words, your organisation's Alert Triggers) on the Manage Alert Triggers page
...
How to create an Alert Trigger
...
How alerts work
...
Alerts are a special type of notification
...
A number appears next to the Alerts button in the top menu to tell you how many unresolved Alerts you have
...
An alert can either be unresolved or resolved
...
Each alert you receive is about a single contact
Get started with Alerts
Info |
---|
In order for you or anyone in your organisation to receive Alerts, one of your Organisation Admins must create an Alert Trigger |
...