Admin users have the ability to create and edit Automations. We have created a user friendly step-by-step process on how to do this on your own within the Global Setup. If you have any questions regarding how to set up an Automation, please reach out to your Customer Success Manager or the Support Team.
First, navigate to the Global Setup clicking on your name in the top corner and selecting "Global Setup" within the dropdown menu. Search "automations" within the Setup page and select "See more."
Within the Automations setup, select the green "NEW AUTOMATION" button in the top right-hand corner.
1. Name your Automation and click the blue "Next" button in the bottom right-hand corner.
2. Select if the Automation is for Prospects or Referrers. Click Next.
3. Select if there will be any filters for the Automation, such as a specific community, care type, or lead source, or veteran status. You can also use the "Once per record" checkbox to select if the automation can run one time per record or if it can run multiple times.
The "Allow on historical events" checkbox lets the automation run on past activities. For example, if you had a new stage advance automation and you wanted it to apply to leads already in WelcomeHome, checking "Allow on historical events" means the automation will run on every profile that meets the trigger criteria, regardless of when that criteria was met.
When unchecked, the automation will only run for future instances.
4. Select what Activity Type and Trigger action that will make this automation run. In our example, the user will Successfully Complete a Tour activity to trigger the Post-Tour ED Follow-Up Call. You can select a Direction if the completed activity needs to be an "Outbound" or "Inbound" call, email, text, etc... Click Next.
5. Select the Action that will be completed when the Trigger is met. In our example, once a tour is completed (trigger), a Call activity will be scheduled (action) to be made by the Community Executive Director to the Point of Contact on the prospect profile 1440 minutes (24 hours) after the tour is completed. Click Review.
6. Lastly, Review the selections you have made for the Automation before selecting "Create Automation."
Adjusting Your Automations
Note that with move in automations, you can opt to cancel any subsequent automations triggered by the system.
For example, if you cancel a move in and and want to prevent the related automations tied to the move in, you can select Cancel on "Move Out" from the dropdown menu.
NOTE: Please reach out to your CSM or Support for assistance creating more complex automations. We are here to help!