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Welcome to your fourteenth next module in the Become A Pro series. You’ll complete this in around [number] minutes.

Lesson

Details

Lesson 1 - What is an automation?

  • Criteria - different types

    • Actions - different typesimage-20240322-103019.pngImage Added

    Start the Lesson

    What you’ll learn

    •  

    How long is this class?

    3 minutes

    Difficulty level

    Low

    Lesson 2 -

    Create an Automation

    View automation’s logs

    image-20240322-104821.pngImage Added

    Start the Lesson

    What you’ll learn

    •  

    How long is this class?

    3 minutes

    Difficulty level

    Low

    Lesson 3 - Manage your automation

    Start the Lesson

    Exercise: Create a basic automation

    a new article by Faustina

    Lesson 4 - Edit an Automation

    image-20240322-104700.pngImage Added

    Start the Lesson

    What you’ll learn

    •  

    How long is this class?

    3 minutes

    Difficulty level

    Low

    Lesson

    4- View automation’s logs

    5 - Disable automation

    image-20240322-110814.pngImage Added

    Start the Lesson

    What you’ll learn

    •  

    How long is this class?

    3 minutes

    Difficulty level

    Low

    Lesson

    5- Disable automation

    6 - Delete an Automation

    image-20240322-111006.pngImage Added

    Start the Lesson

    What you’ll learn

    •  

    How long is this class?

    3 minutes

    Difficulty level

    Low

    Lesson

    6

    7 -

    Delete

    Create an Automation

    image-20240322-104121.pngImage Added

    Start the Lesson

    What you’ll learn

    •  

    How long is this class?

    3 minutes

    Difficulty level

    Low

    Lesson 8 - Automation Criteria : Days since last update by a colleague

    Start the Lesson

    Lesson 9 - Automation Criteria : Days without an event invitation since being added to the project

    Start the Lesson

    Lesson 10 - Automation Criteria : days since Enrolled on a Project

    Start the Lesson

    Lesson 11 - Automation Criteria : Contact is added to an event

    Start the Lesson

    Lesson 12 - Automation Action : Add a contact to a project or Change its project status

    Start the Lesson

    Lesson 13 - Automation Action : Add a Flag to a Contact

    Start the Lesson

    Lesson 14 - Automation Action : Send an email to a contact

    Start the Lesson

    Lesson 15 - Automation Action : Send an SMS to a contact

    Start the Lesson

    Lesson 16 - Automation Action : Send survey to a contact

    Start the Lesson

    Lesson 17 - Automation Action : Tag on MailChimp

    Start the Lesson

    Lesson 18 - Automation Action : Add a 360° perspective provider to a contact

    Start the Lesson

    Lesson 19 - Automation Action : Send a 360° survey to perspective providers

    Start the Lesson

    Lesson 20 - Automation Action : In-App Alert

    Start the Lesson