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.
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
Type of Condition | What you can look for | Step by step instructions |
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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 |
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A contact has a specific response to a survey question |
| 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 |
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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 |
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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
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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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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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Users/Colleagues who are added to an event as an event worker. |
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Users/Colleagues who are added to an event as an event manager. |
| https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1614774383 |
Relationships | is equals exactly to a certain relationship. |
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Event States
| using [event category] is greater than or equal to a certain Hours. | https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1722122570 |
Survey verdict is | using a [Survey] is equal to this [Verdict] | https://makerble.atlassian.net/wiki/spaces/MCPD/pages/1741455380 |