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

Automation Criteria: Answer to Survey Question is

The number of stories a contact is tagged in

Open

is greater than or equal to a certain number

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

Open

is greater than or equal to a certain number

Days since last update by a colleague (Automation Criteria)

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

Automation Criteria: days since Enrolled on a Project

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

Automation Criteria: “days without an event invitation since being added to the project”

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

• 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.

• 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.

• 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

Automation Criteria: contact is added to an event

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

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

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

Automation Criteria: contact is in an event's state

Survey verdict is

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

Automation Criteria: Survey Verdict is