Below is an example of how you can use automations in Business App to streamline your business processes.
How to Use Automations in Business App
This feature is available to all businesses and can be accessed in the Business App > Automations section. You or your client can set up this workflow.
Step 1: Select 'Create Automation.'
Step 2: Choose a trigger to start your workflow. For this example, we will use 'create a contact.' You can also add conditions to specify what you want to trigger.
Step 3: Next, add an action. In this example, the action is 'Send a review request.'
Step 4: Please note that for this specific action you will need to have Reputation Management Premium activated on the account. Click Save.
Step 5: Toggle it on and a modal will pop up with options to select your automation settings.
Step 6: Once you select Turn On, you will be prompted to give consent to the automation to complete the action on behalf of the user. Select Allow.
Step 7: Your automation is now running! You will be able to see your automation activity in the Activity tab of the automation.