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      Automations

      Automations are a powerful part of the CRM module that allow for things to happen without your interaction based on predefined sequences. If you would like to set up logic that says, “if X happens then do Y,” then automations are your solution.

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      Automations

      Key Automation Components

      Automations are composed of three main pieces: Triggers, Actions and Filters.

      Triggers

      these are events that when they occur can initiate an automation sequence. Below is a list of some example triggers:

      • New Form Submission
      • New Phone Call
      • New Text Message
      • Field Status Update
      • New Contact Created
      • New Deal in the Pipeline
      • Deal Moved to Pipeline Stage

      Actions

      Lists of automated processes that can be performed. You can string together as many actions as you would like in an automation. Below is a list of actions that can be used to perform automated tasks within the system.

      • Condition
      • Send Email
      • Send SMS Text
      • Create Contact
      • Wait – the sequence will wait a specified amount of time before continuing with the sequence.
      • Update Field Status
      • End If (will end if something becomes true)
      • End If Review Submitted – will end if a review is submitted.
      • Send Questionnaire

      Filters

      these are used with triggers. They allow you to limit a trigger being fired. Imagine you have a trigger that you would like to be fired when a new form submission is submitted but only if it is for a certain company or from a certain value in the zip code field, filters make this possible. Depending on the trigger you will have different options for the filters. You can combine as many filters as you like. When using more than one filter it is necessary for all the filters to be true for the automation to continue.

      Within LeadSnap we have different field types. The default zip code field is a text field so when using the zip code field you will have the ability to type in the filter value. If the field type is a text field you can use a comma separated list to include multiple values. In these cases the automation will continue if only one of these values matches an item on your list. If the field type is a drop down box then you will have a selection box for the field value.

      Variables

      Variables allow you to reference dynamic information during your automation. Let’s make an example to be sure this is clear. Perhaps you have a client named Bob and he owns a company called Bob’s roofing. When you create the client user for Bob and assign to the company Bob’s roofing, this information can be available when an automation runs through the use of variables.

      Add Variable to Message

      To add a variable to a message you can drag and drop the variable into the message box. The variable will be located wherever you have your cursor within the message box field at the time it is dropped into the box.

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        Button/Link Options

        For emails and text messages you have the ability to send a link with your message. For emails these links can be included by using a button. Since text messages can’t contain buttons you are limited to a normal website URL link. If your message is an email then you will see the “button options” shown in the image below.

        For text messages the functionality is nearly identical but as you can see in the image below, this one says link options.

        In either case you can manage the behavior of the button or link through the slide out menu from the right side. This window will be visible by clicking either the button options (email) or link option text messages.

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        Create New Automation

        To start a new automation, expand the CRM item in the left navigation menu, then select automations.

        This is the “All Automations” page. Here you will be able to create new automations as well as manage existing ones.

        In either case you can manage the behavior of the button or link through the slide out menu from the right side. This window will be visible by clicking either the button options (email) or link option text messages.

        Starting an Automation

        Starting an Automation
        Automations can be started in two different ways, with a trigger or by being manually added to an automation. In either case you can manage the behavior of the button or link through the slide out menu from the right side. This window will be visible by clicking either the button options (email) or link option text messages.

        Lead Detail Page

        To start an automation from the “Lead Detail” page, expand the CRM item in the left navigation menu, expand leads, then select all leads. Select the lead you would like to create an automation for and click view. You are now in the “Lead Detail” page. To start an automation click the “Add to Automation” button in the top right hand corner to the left of the “Delete Lead” button.

        In either case you can manage the behavior of the button or link through the slide out menu from the right side. This window will be visible by clicking either the button options (email) or link option text messages.
        Lead Detail Page

        All Automations Page

        To start an automation from the “All Automations Page” expand the CRM item in the left navigation menu then select automations. You are now in the “All Automations” Page. From here you can create a new automation by clicking the “New Automation” button at the top right hand corner to the right of the “Add to Automation” button.

        Naming an Automation

        To name your automation, you must first create one. From the “All Automations” page select the “New Automation” button. Then select which type of automation you would like to create from the selections provided. After selecting what type of automation you will be creating, you will now be able to name it. The custom name field will be located at the top right hand corner of the page and labeled “Sequence Name”.
        Naming an Automation

        In Progress Automations

        Automation History
        You can view the entire history for a specific automation. To do this, start from the “All Automations” page, find the automation you would like to view the history of, then click the “History Logs” button located in the actions tab. This button is the second from the left, right next to the “In Progress” button.
        In Progress Automations
        Duplicate Automation
        Duplicating an existing automation is very easy. Starting from the “All Automations” page, click the duplicate button which is located in the actions tab. This button is the second from the right, next to the “Delete” button. Once you click duplicate, you will be prompted to name the new automation. After naming your copied automation, click “Duplicate”, then you will be directed to where you can edit your new duplicated automation.
        Delete Automation
        If you would like to delete an automation, start from the “All Automations” page, and click the “Delete” button that is located in the actions tab. This button is on the far right. After clicking the delete button, you will be prompted to confirm you would like to delete that automation.
        Government Compliance
        Various governing bodies around the world have restrictions on automation related to phone calls, emails, text messages and unsolicited faxes. By using LeadSnap you assume responsibility for being in compliance with these rules and regulations. Failure to do so can result in legal ramifications that are your responsibility to resolve.