Automation Criteria - the types of conditions that trigger an automation

Automation Criteria - the types of conditions that trigger an automation

You can create automations based on the criteria you set, i.e. conditions that trigger the automation to run.

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Broadly speaking there are two types of criteria;

  • CLASSIC CRITERIA - which you can select from the If dropdown list

  • CONTACT FILTERS - which allow you to select multiple conditions using the Contact Filters

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Type of Condition

What you can look for

Step by step instructions

Type of Condition

What you can look for

Step by step instructions

A contact matches criteria you’ve defined using Contact Filters

Any attribute of a contact which is available Contact Filters

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/2196111376

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

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1742405633

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

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1557233679

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

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1615527952

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

 

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1550450696

Users or Contacts who are added to an event as a guest.

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  • 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

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1614774383

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

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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.

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1722122570

Survey verdict is

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

https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1741455380

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