Automation is a powerful way to streamline your workflow, but without the right controls, it can lead to unnecessary actions or repetitive messaging. That’s why AccountableCRM has introduced the End Condition feature — designed to give you greater flexibility, control, and accuracy in your automation sequences.
The End Condition is a feature within our automation settings that allows you to stop an automation sequence when certain criteria are met, based on your customized preferences. This ensures that your contacts only continue in the workflow when it’s truly necessary — avoiding redundancy and enhancing personalization.
Why Use End Conditions?
Avoid Irrelevant Messaging: Ensure contacts don’t receive emails or tasks that no longer apply to their current status.
Protect the User Experience: Eliminate duplicate or confusing communications by exiting contacts at the right moment.
Improve Automation Efficiency: Keep workflows clean, purposeful, and aligned with real-time activity.
Boost Team Confidence: Know that your automations are always acting with smart guardrails in place.
Steps to use "End Condition" in automation:
From the top navigation bar, please select Admin.
On the Company page, click on Marketing.
Within the Marketing section, navigate to the Automation tab.
On the Automation page, click the New Automation button to begin.
Enter a name for your automation and click Save.
Click the Add Trigger button, choose the appropriate trigger for your process, and then click Add.
Next, click the plus (+) icon to add an action. From the available actions, select any actions. Eg: Assign Task to Loan Officer.
A modal window will appear. Here, please select the due date and time, and enter the task title and description. Once completed, click Add.
If needed, you may use the Exclude button to remove specific users from this automation.
Click the End Conditions button to stop the automation trigger if the conditions are met based on your preferences.
Switch the toggle from Inactive to Active to enable the automation.
Finally, click Save to apply and store your automation settings.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..- Accountable Support