Automate adding a contact to a project as Enrolled, Waiting List, Alumni, Declined; or remove the contact from a project

Owned by Matt Kepple
Last updated: Dec 20, 2024
1 min read

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

  1. Select Create in the top menu

  2. Select Automation

  3. In the Criteria section, set the condition you want a contact to meet in order for the automation to run

  4. In the Automation Actions, select CHANGE PROJECT STATUS

  5. You must select two things:

    1. Choose the project that you want contacts to be added to

    2. 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)

  6. Press Save

  7. You arrive on the Manage Automations page

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