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You can create automations based on the following criteria, i.e. conditions that trigger an automation

Conditions

What you can look for

A contact has specific information in a field on their Contact Form

  • List field matches a specific Answer Choice

  • Number field is greater than or equal to a certain number

A contact has a specific response to a survey question

  • List field matches a specific Answer Choice

  • Number field is greater than or equal to a certain number

The number of stories a contact is tagged in

is greater than or equal to a certain number

Number of days that have passed since the contact was tagged in a story

is greater than or equal to a certain number

Number of days that have passed without the contact receiving any SMS or Email Messages, since the contact was added to the project

(Note: Emails sent via the Gmail integration are not counted)

is greater than or equal to a certain number

Number of days that have passed since the contact was added to the Enrolled state of the project

is greater than or equal to a certain number

Number of days that have passed without the contact completing a survey since the contact was added to the project

is greater than or equal to a certain number

Number of previous events that a contact was invited to but was not tagged in a story of (i.e. they did not attend)

Note: if the contact was tagged in a story recorded in the event’s Attendance & Observations Page, the automation will not detect that they did not attend

is greater than or equal to a certain number

Number of days that the contact was not invited to an event since being added to the project.

is greater than or equal to a certain number

For more detail, read this article: https://makerble.atlassian.net/l/cp/kqqfxMFN

Users/Beneficiaries who are added to an event as a guest.

image-20240207-170800.png
  • The amount of time Before the event is

  • The amount of time after the start of the end is

  • The amount of time after the end of the event is

Users/Colleagues who are added to an event as an event worker.

image-20240207-171012.png
  • The amount of time Before the event is

  • The amount of time after the start of the end is

  • The amount of time after the end of the event is

Users/Colleagues who are added to an event as an event manager.

image-20240207-171048.png
  • The amount of time Before the event is

  • The amount of time after the start of the end is

  • The amount of time after the end of the event is

Relationships
Has a Relationship 1
Has a Relationship 2
………………………………
Has a Relationship n

image-20240207-101100.png

is equals exactly to a certain relationship.

Event States

  • Days since added as a guest to event’s [state 1] state

  • Days since added as a guest to event’s [state 2] state

  • ……………………………………………………….

  • Days since added as a guest to event’s [state n] state

    image-20240207-104726.png

using [event category] is greater than or equal to a certain Hours.

Survey verdict is

image-20240301-113029.png

using a [Survey] is equal to this [Verdict]

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