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 one or more Actions when certain Criteria are met.

Watch the walkthrough video

Step 1

Step 2

Step 3

Choose the Criteria you want Makerble to look for

Choose the Actions you want Makerble to do

Now sit back and wait for Makerble to:

(1) spot contacts who match the Criteria

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

Types of Criteria	Types of Action

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.
Individual Automation Actions are 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)