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changes.mady.by.user Matt Kepple

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

Lesson

Details

Lesson 1 - What is an automation?

image-20240322-103019.png

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson

4

2 - View automation’s logs

image-20240322-104821.png

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 3 - Manage your

automations

automation

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Exercise: Create a basic automation

a new article by Faustina

Lesson

3

4 - Edit an Automation

image-20240322-104700.png

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 5 - Disable automation

image-20240322-110814.png

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 6 - Delete an Automation

image-20240322-111006.png

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson

2

7 - Create an Automation

image-20240322-104121.png

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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

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

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

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

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

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

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

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

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Lesson 16 - Automation Action : Send survey to a contact

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Lesson 17 - Automation Action : Tag on MailChimp

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

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

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Lesson 20 - Automation Action : In-App Alert

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...