Versions Compared

Version Old Version 12 New Version Current
Changes made by

Matt Kepple

Matt Kepple

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Make everything work like clockwork, with Makerble Automation

  • Streamline Every Step of Your Process: Automatically manage tasks like enrolling contacts, updating statuses, or assigning flags by creating your own custom automations.

  • Automate With Precision: Set custom criteria to trigger actions tailored to your contacts, saving time while ensuring accuracy.

...

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

...

Watch the walkthrough video

Appsplus loom macro
datahttps://www.loom.com/share/2f8e9be9576a45c399583197f6502475

How it works in 3 steps

Step 1

Step 2

Step 3

Image Added

Choose the Criteria you want Makerble to look for

Image Removed
Image Added

Choose the Actions you want Makerble to do

Image Removed

  • Send users an In-App Alert

  • Send contacts an SMS

  • Send contacts an Email

Image Added

Now sit back and wait for Makerble to:

(1) spot contacts who match the Criteria

Image Removed

(2) do the Actions, e.g. create an In-App Alert

Image Modified

...

Automations: Criteria and

...

Actions

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

  • Every automation is specific to a single project.

  • Separate Individual Automation Actions are performed 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)

Get started with Automations

Child pages (Children Display)

Info

Change in terminology

  • Alert Triggers are now called Automations

  • Alerts are now called In-App Alerts