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Module G - Automations

Module G - Automations

Owned by Faustina Lawrence (Unlicensed)
Last updated: Mar 27, 2024
3 min read

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?

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 2 - View automation’s logs

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 3 - Manage your automation

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Exercise: Create a basic automation

a new article by Faustina

Lesson 4 - Edit an Automation

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 5 - Disable automation

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 6 - Delete an Automation

 

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What you’ll learn

  •  

How long is this class?

3 minutes

Difficulty level

Low

Lesson 7 - Create an Automation

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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

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

 

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

 

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

 

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

 

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

 

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

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

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Lesson 16 - Automation Action : Send survey to a contact

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Lesson 17 - Automation Action : Tag on MailChimp

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

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

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Lesson 20 - Automation Action : In-App Alert

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