Automations

To see an explanation and tutorial video on Automations, check out this video below:

What are "Automations"?

The Automations tool allows you to build marketing automation funnels using a visual canvas.  

When should I use "Automations"?

The following are examples of when you would use Automations

• When you want to automate communication with your contacts
• Send personalized messages to connect with contacts
• Nurture and convert new leads
• Create loyal customers

How do I set up "Automations"?

Getting There: 

1. Go to the Automations Tool of the CityGro Portal.
2. Click "+ New Automations"
   
   
   
   
3. Select a "Trigger" and drag it onto the canvas
   
   
   Click this link that covers more details to the Triggers in an Automation.
   
   'New Contact' = When a new contact gets created
   'Kiosk Check-In' = Refers to a 'Check-In Completed' Event
   'Completed Form' = After a form gets completed, this block would trigger
   'Signed Document' = Similar to the Completed Form
   'Contact Texted In' = Refers to a Keyword being texted in
   'Offer Redeemed' = After a SmartOffer is redeemed, this block would trigger
   'Conversation Completed' = Refers to a TextChat conversation that is 'Marked as Complete'
   'SmartLink Clicked' = Triggers once someone clicks on a SmartLink
   'Incoming Chat' = Refers to TextChat, when someone initiates the conversation
   'At Time' = Can set to run immediately, at a scheduled time, or on a repeating schedule.
   
4. Select action(s) and drag them on the canvas in the order desired
   
   Click this link that covers more details to the Actions in an Automation.
   
   'Activate an Offer' = Choose an offer to become active
   'Deactivate an Offer' = Choose an offer to become de-activated
   'Send SMS' = Create content to be sent via text
   'Send Email' = Create content to be sent via email
   'Eject' = Will eject a contact out of an automation if they do not meet the requirements to remain
   'Set Contact Fields' = This can set any existing field within the account to be a certain status
   'Set Payload Fields' = N/A mostly used internally 
   'Delay' = This action can be set to add a delay in the order of the automation it is in. Can be combined to include multiple delays if needed
   'Filter' = This is the same thing as a filter in the Contacts section
   'Http Request' = Used to push or pull data into CityGro
   'Slack Message' = Posts a message within Slack to a custom Slack channel
   'Select Contacts' = Similar to a filter, this will target contacts based upon certain info
   
   
5. Connect each block by clicking the 'blue' arrow, and then click & drag the directional icon to the correct path to complete the Automation