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Matt Kepple

Matt Kepple

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You can create Automations on Makerble that perform an Action one or more Actions when certain Criteria are met.

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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

  • Send users an In-App Alert

  • Send contacts an SMS

  • Send contacts an Email

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

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Types of Criteria

Types of Action

  • Contact has been added to a project

  • Contact has been added to a project’s state (e.g. to the Waiting List, Enrolled, Alumni or Declined)

  • Days since a contact has been added to a project and not received an SMS or Email

  • Days since a contact has been added to a project’s state (e.g. to the Waiting List, Enrolled, Alumni or Declined) and not received an SMS or Email

  • Number of events that a contact has been invited to but not attended

  • Days since the contact was tagged in a story

  • Create an In-App Alert for a user

  • Send an Email to a contact

  • Send an SMS to a contact

  • Send a Survey to a contact

  • Every automation is specific to a single project.

  • Individual Automation Actions are generated for every individual contact who meets the Automation’s Criteria

    • For example, if the Automation is designed to generate an In-App Alert every time a contact is moved to a particular project, Makerble will generate a separate In-App Alert for each contact who is moved to that project (rather than creating a single ‘batch In-App Alert’ that relates to all the contacts who were moved into that project)

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