Automations are a powerful tool that allow you to design a custom user experience for your contacts, all on autopilot. More specifically, automations allow you to take one or more actions when specific activities are initiated by a contact or the system.
Example Uses
Some examples of how automations can be used are as follows:
- When someone registers on a landing page, an automation can remove a tag from a person, remove them from a campaign, add them to a different campaign, and add a follow-up plan to them.
- When someone clicks a link in an email or text, an automation can start a campaign automatically, remove them from a different campaign, and add them to a vault.
- When someone registers on a landing page, that can send them an email with an automation link in it. If they click it, the automation can tag them and add them to another campaign with the requested information. This allows you to set up a double confirmed opt-in if you'd like.
- When someone clicks a link on a page in your member area, it can automatically start them on a campaign, add them to another vault, etc.
- When someone finishes a lesson or class in your member area, that can run an automation to tag them or start a campaign, etc.
- Automations can be run manually one-by-one or in bulk.
- After a few days have passed, opting people out of email who have not clicked a link in an email that was sent by a campaign. This allows you to clean up your contact list.
Getting Started
To get started in using automations, go to the Contacts menu, click on Settings, then click on Automations. This feature is available on the Basic or higher plan level.
Learning More
If you'd like to learn more about automations, click here to read our help article with more details.
As always, if you have any questions or feedback, please let us know at support@GetOiling.com 🙂
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