👣 How to create an automation
To create an automation:
Navigate to Manage in the main menu, and then Custom automations.
Select the +Create automation button in the top right of the page.
Select a source event.
This is the event you want your automation to start running on, i.e., the trigger. Available options include: when a league ends, when a metric changes, or when a scheduled date/time occurs .
Give the automation a name.
We recommend giving it a semantic name, so that it's easier to locate it if you have a long list of automations, and so someone else stepping in can make sense of it at-a-glance.
Configure your trigger and your automations' stages, on the configuration page.
Each trigger has different configuration options, listed below:
A league ends
Select to set up an automation when all leagues end, or when specific league(s) end.
💡 This trigger is perfect for firing a series of actions at the end of a league, such as displaying the results on a TV.
At a scheduled date/time
This trigger is ideal for setting up an automation recurrence based on date and/or time.
Select a date and time, a timezone that you'd like your automation to fire in, as well as a recurrence schedule.
💡 If you'll be selecting the email a report stage next, and targeting users a particular timezone, setting the timezone at this stage will ensure the data in the report is captured in the correct range according to the timezone chosen.
When a metric changes
Pick a metric and an amount increase in a time period, as well as who to trigger for.
💡 This trigger is ideal for celebrating KPI's on the TVs, in-platform or via MS Teams, as well as for sharing progress reports automatically.
🚨 Tip: When using a placement metric that represents users with commission splits, set the value to 0.1. This allows any split percentage over 0.1/10% to trigger an action, such as a flash 🚨
Once you've set up your trigger, make sure to save it.
Next, select a stage, by selecting the + icon. The stage is the action that will happen once the trigger takes place.
Configure your stage. Each stage type has different configuration options, listed below:
Fire a TV flash
Write up a title, select CRM fields to show and choose whether to show on all active slideshows, or on specific TVs.
You can even specify a duration for the flash and a slide anthem.
For more information on what this looks like visit our Fire a TV flash article.
Fire an in-app flash
Write up some text to pop-up on screen, and select whether or not you want sound alongside your flash.
💡 In-App Flashes appear on all pages whilst you have OneUp open in your browser. If the sound is enabled, when an in-app flash fires, a sound will let you know that there is a notification within the platform.
💡 If a flash fires whilst you don't have OneUp open as your default tab, we'll queue them up and show you them when you switch back to OneUp.
Email a report
Select a report to send - the dropdown will include reports you have access to in our reporting suite.
Select whether or not to include the default company currency for currency metrics included, select a timezone, and select users or teams to send the report to.
❗ Note that the 'Export Data' permission is needed for this stage to be available.
Fire an MS Teams notification
Send a notification to a Microsoft Teams channel, with options to write a title, some text, as well as select fields from your CRM to show.
Enter the Webhook URLs for the MS teams channel and choose whether to display the user's or company's gif, alongside the notification!
❗ This stage is only available for the when a metric changes trigger.
Save your stage configuration.
Select the + icon to add subsequent stages if required.
ℹ️ Automations can have multiple stages but only one trigger.
When an automation is triggered, each stage will be run chronologically as per the automation's setup flow.
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙