What is it?
Automations is a new tool you can use to automate your sales and marketing processes. Map out your workflows in our simple builder and watch your business grow.
Here are some ideas of how you can use Automations.
Welcome new clients
When an account is created, automatically send an email campaign to welcome them to the platform. Assign a salesperson to that account, and create a task for the salesperson to connect personally with the client.
Drive product upgrades
When your clients activate an Express product, automatically send them an email campaign outlining the benefits of the Pro edition. Set the automation to log your lead's activity in Sales & Success Center, and notify your team when your customers open or click through an email.
Keep track of failed payments
When your customer has a failed payment, receive a notification so you can follow up with them quickly.
You can find more ideas in this article: Automation examples
When was it released?
Automations was released for all partners on February 8, 2021.
How does it work?
You can access the Automations builder from the Automations tab in Partner Center. From there, click Create automation.
1. Add a trigger
The first thing you'll need to do is select a Trigger event from the list of options. When this event happens, the automation will start.
2. Add steps
Next, add the steps you want the automation to perform. You can choose between action steps and building block steps, which include if/else branches and delays.
3. Configure settings
In the Settings tab, you can set whether the automation should run once or multiple times for each account that flows through. It's important to set this setting properly in case the trigger event happens often for the same account.
4. Turn it on
Once you're done building your automation, switch it to On. Now the platform will start working for you!
5. Track activity
Once an Automation is on, monitor its activity in the Activity tab. When the platform performs an action in the automation, you'll see it appear in this table.