Automate adding a contact to a project as Enrolled, Waiting List, Alumni, Declined; or remove the contact from a project
- Matt Kepple
You can automate adding a contact to a project or changing its project status.
For example
add a contact to a project’s Waiting list
add a contact to a project’s Enrolled list
add a contact to a project’s Alumni list
add a contact to a project’s Declined list
Steps
Select Create in the top menu
Select Automation
In the Criteria section, set the condition you want a contact to meet in order for the automation to run
In the Automation Actions, select CHANGE PROJECT STATUS
You must select two things:
Choose the project that you want contacts to be added to
Choose the status within that project that you want the contact to be given. (Note there are up to four statuses you can make available on your project; Waiting List, Enrolled, Alumni, Declined)
Press Save
You arrive on the Manage Automations page