Online Programs: Creating Automations for Your Program
4 min read
Save time by creating automations for your program(s). Each automation starts with a trigger that causes an action to occur in response to the trigger. For example, when a member joins a program, send them a welcome email.
You can get as creative as you want when creating an automation to meet the needs of each program. This ranges from sending a notification when a participant misses a step or a chat message thanking a member for paying for a program.
Step 1 | Add a new automation
Each new automation you create appears in your site's dashboard. Give each one a unique name to keep your automations organized and easy to keep track of.
To add a new automation:
- Go to Automations in your site's dashboard.
- Click + New Automation or click an existing automation to edit it.
- Click + Start from Scratch.
- Click the title to give your automation a name.
Step 2 | Choose a trigger
The trigger is the event that initiates an automatic response. This is something that a member or participant does involving your program. You can choose from a list of available triggers and select which program triggers the automation.
To choose a trigger:
- Select Online Programs in the Trigger section.
- Select the relevant checkbox under Select a trigger for this app and choose a trigger for your automation.
- をクリックする。 Select which programs trigger this automation drop-down and select the relevant program(s):
- Any: The trigger is active for all programs.
- Specific Program: You can select draft and published programs. Programs without steps don't appear here.
- Click the Select program drop-down.
- Click + Select.
- Select the checkbox next to the relevant program.
- Click OK.
- をクリックする。 Limit Frequency to drop-down and select how many times the same contact can trigger this automation:
- Don't limit (trigger every time): Your action will take place every time it is triggered by a visitor.
- Once per contact: Your action will take place only once per contact.
- Oncer per contact every 24 hrs: Your action will take place only once per contact in any 24hr period.
Step 3 | (Optional) Add a delay
You can choose how much time passes after the trigger, before the action occurs. For example, if your trigger is 'Member joins a program,' you may want your action to happen right away to welcome new participants.
To add a delay to your automation:
- Click + Add Delay.
- Click the drop-down and select when to perform the action (e.g. days, hours and minutes).
Note: If you don't add a delay, the action is performed as soon as the trigger occurs.
Step 4 | (Optional) Add a condition
After choosing a trigger, add a condition to make the automation more specific. For example, if you offer multiple online programs, you can set up a condition so the automation only includes specific programs.
To add a condition:
- Click + Add Condition.
- Click the Continue the automation if drop-down and select the criteria you want to use to decide whether this automation continues each time it's triggered.
- Click the drop-down that appears next to your criteria drop-down to select your operator (e.g. "is", "is not").
- Click the drop-down or text box that appears next to the operator drop-down to complete your condition.
Note: The logical statement you've created will determine whether the automation continues. - (Optional) Click + Add Criteria to add more conditions.
Step 5 | Choose an action
After choosing a trigger, decide how you want to respond to that trigger. For example, if your trigger is 'Participant completes a step', you can assign a badge to encourage them to continue to the next step.
To choose an action:
- Select your desired action in the Action section.
- Choose an action using the available options.
Tip: For example, if your trigger is 'Participant Misses a Step,' select the 'Send a Chat Message' follow-up action to send a reminder message to those participants. - (Optional) Click + Add an Action to set up a multistep automation.
Tip: For example, add a multistep automation that welcomes members who join your program with a chat message and then sends a follow-up email a few days later encouraging them to start the program.
Step 6 | Activate your automation
Click Activate to save and activate the automation. It now appears on your automations page where you can edit, deactivate or delete according to your needs.
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