This article is a step-by-step guide that you can use when building automations that you would like to have triggered by a contact info module being filled out. It is advised to keep automations simple and not too long.
Creating an Automation that starts when you send a message
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Go to Automation and click 'create automation'
Choose what should start the automation
Double click the green start button to the left
Choose 'contact created/updated' from the drop-down and save
Click the 'double arrow' icon at the top right of the screen
Put a tick in the box next to the message you wish should trigger the automation when a contact info module have been submitted. If you haven't created the message, you can always attach it afterward
Insert and connect actions
Drag and drop a 'new action' button from the top left to the page
Connect the 'start button' and the new actions
Add rules between actions
Double click on 'rules' and set the type:
All quizzes done
Time delay - specify time delay
Media played - set specifications
Contact group membership - select group
Contact has tags - add the tag
Is custom contact field - add from drop-down
Is insight field - set specifications
Choose which task the action should perform
Double click the 'action'
Select 'send message' from the drop-down
Select the message you wish to be sent when a contact reaches this action
Save
Now we have created an automation that starts when someone fills out a contact info module. You can add as many new actions that you wish in order to do more with your automation. You can also add group membership rules to create several flows that differentiate between which messages your contacts should receive.
Automation troubleshooting?
If you are experiencing problems with your automation, please check our automation troubleshooting guide.
Tags: Automation, guide, step-by-step, onboarding, tasks, best practice