Automation in the Accountable CRM process and system operates automatically, boosting efficiency and allowing users to focus on strategic activities while maintaining high levels of customer engagement. This reduces the time spent on routine tasks and enhances the user experience.
Steps To Create Regular Automation:
In the top navigation bar, click on Marketing.
Select Automation from the top-left corner of the Marketing page. On the Automation page, navigate to the Regular Automation tab. Each automation is labeled as Personal or Global, automation, allowing you to easily identify its scope.
To create a new automation, click the “New Automation” button in the upper-right corner.
Once you click, a modal pop-up will appear. Enter a automation name and click the "+" icon to create a new folder or select a folder and click the "save" button.
Click the Add Trigger button. A modal popup will appear and select the automation trigger condition.
To add multiple trigger conditions, click the plus (+) icon and configure additional triggers conditions.
You can add additional automation trigger fields by using AND / OR conditions based on the selected trigger condition.
Note: If a transaction-based trigger is selected, you can include both Transaction-based or Contact-based trigger condition.
Next, click the "+" plus icon to add an action. From the list of available options, choose the required action.
Example: Send Email to Contact.
To add the Send by Contact’s Title Specific automation action, select the required Title and choose the appropriate Email Template for the automation.
Note: Click the Add More button to add an additional condition to the automation.
To create a common automation action, disable the Send by Contact’s Title Specific option, and select the required Email Template, and you can preview the email template click the eye icon. Then click the Add button.
To assign or change a folder for a contact, click the Folder icon. In the modal popup, select a Global Folder or a User Folder, then click Save to apply your changes.
To add an end condition to this automation, click the "End Conditions" icon to stop the automation trigger when the specified conditions are met. Learn more about end condition.
And here you can exclude the contacts based on the tags. Click the Exclude Contacts icon. In the popup select the tag which you need to exclude for this automation. And click save to exclude from this automation. Learn more about exclude contacts.
And you need to must active the automation by clicking on the toggle icon from inactive to active.
After completing the setup, click Save Automation button to save the automation.
Action Icons
Action icons are used to perform the following actions:
Toggle the automation status to Inactive to active it, Then only the automation will trigger.
Click the Pie Chart icon to view the automation stats for the selected automation.
Note: The Pie chart icon is displayed only for triggered automations. It is not available for automations that have not yet been triggered.
Select the Clone option to create a duplicate of the automation.
Use the pencil icon to modify or update the automation settings.
Click the trash icon to permanently delete the automation.
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