Automation action and criteria compatibility

This table shows you how automation actions and automation criteria work together when you create an automation.

	Criteria	How the criteria works	In-App Alert	Add a flag to a contact	Send email to a contact	Send SMS to a contact	Tag a contact on Mailchimp	Send a survey to a contact	Add a 360° observer to a contact	Send a 360° survey	Send SMS to user

	Criteria	How the criteria works	In-App Alert	Add a flag to a contact	Send email to a contact	Send SMS to a contact	Tag a contact on Mailchimp	Send a survey to a contact	Add a 360° observer to a contact	Send a 360° survey	Send SMS to user
1	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
2	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
3	The number of stories a contact is tagged in	is greater than or equal to a certain number	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
4	Number of days that have passed since the contact was tagged in a story	is greater than or equal to a certain number	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
5	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
6	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
7	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
8	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
9	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 For more detail, read this article: Automation Criteria: “days without an event invitation since being added to the project”	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
10	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
11	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
12	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	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
13	Relationships	is equals exactly to a certain relationship.	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No
14	Event States	using [event category] is greater than or equal to a certain Hours.	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No
15	Survey verdict is	using a [Survey] is equal to this [Verdict]	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	No