You can create automations based on the following criteria, i.e. conditions that trigger an automation
Conditions | What you can look for |
---|---|
A contact has specific information in a field on their Contact Form |
|
A contact has a specific response to a survey question |
|
The number of stories a contact is tagged in | is greater than or equal to a certain number |
Number of days that have passed since the contact was tagged in a story | is greater than or equal to a certain number |
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 |
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 For more detail, read this article: https://makerble.atlassian.net/l/cp/kqqfxMFN |
Users/Beneficiaries who are added to an event as a guest. |
|
Users/Colleagues who are added to an event as an event worker. |
|
Users/Colleagues who are added to an event as an event manager. |
|
Relationships | is equals exactly to a certain relationship. |
Event States
| using [event category] is greater than or equal to a certain Hours. |
Survey verdict is
| using a [Survey] is equal to this [Verdict] |