What is an automation? An automation is a series of actions that perform various tasks whenever a qualifying trigger takes place. For example. You might have an automation that sends a specific email when a lead status is changed. The email portion would be the action and changing the lead status would be the trigger.
With this in mind, we will now go through how to set up an Automation in the system.
Click on your profile picture or initials at the top-right corner of the screen and click "Automations"
From this area, click "Add Automation". This will bring up the "Trigger" portion of the Automation.
Automation Settings & Trigger
Give your automation a name, generally a brief description of what it will do ( Policy Approved Email, Lead Drip email, etc)
Next, select the "Event Trigger" - This is what starts the automation
Below the Event Trigger field is a place to add additional criteria.
You can set up your automation with additional criteria that prevents the start of the automation if the criterias are not met. For example, You might want to make an automation that sends an email to a client when you change their policy to "Active". In this section you could select "Policy Status" and then choose "Active". This automation will only start if these conditions are true.
Actions
Now that we have given our automation a name and told it what condition should make it start, we now need to add to action - or things it should do.
Select WHEN this action should trigger.
Now, select WHAT this action should do, like send an email, make an activity, etc
Depending on your selection, you might need to select a service to perform the action through. For example, if you want to send an sms, you will need to select an integrated service for that.
Hit save!
