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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

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