Module G - Automations

Welcome to your next module in the Become A Pro series. You’ll complete this in around [number] minutes.

Lesson

Details

Lesson

Details

Lesson 1 - What is an automation?

What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 2 - View automation’s logs

What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 3 - Manage your automation

 

Exercise: Create a basic automation

a new article by Faustina

Lesson 4 - Edit an Automation

What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 5 - Disable automation

What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 6 - Delete an Automation

 

What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 7 - Create an Automation

What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 8 - Automation Criteria : Days since last update by a colleague

 

Lesson 9 - Automation Criteria : Days without an event invitation since being added to the project

 

 

Lesson 10 - Automation Criteria : days since Enrolled on a Project

 

 

Lesson 11 - Automation Criteria : Contact is added to an event

 

 

Lesson 12 - Automation Action : Add a contact to a project or Change its project status

 

 

Lesson 13 - Automation Action : Add a Flag to a Contact

 

 

Lesson 14 - Automation Action : Send an email to a contact

 

Lesson 15 - Automation Action : Send an SMS to a contact

 

Lesson 16 - Automation Action : Send survey to a contact

 

Lesson 17 - Automation Action : Tag on MailChimp

 

Lesson 18 - Automation Action : Add a 360° perspective provider to a contact

 

Lesson 19 - Automation Action : Send a 360° survey to perspective providers

 

Lesson 20 - Automation Action : In-App Alert