An Automation is a marketing campaign (a.k.a. drip campaign) that you send to your contacts.
Click Here for Template/Automation suggestions.
To create a new automation, click “Marketing”, and then “Automations” on the sidebar menu.
CREATE AN AUTOMATION
In Automations, click “Actions” and then “+Add New Automation” at the top-right corner of the screen.
Choose a title, who can access the Automation, and which groups are relevant to this Automation.
Groups are used to categorize your Automations.
Select if you want the automation to stop if the contact sends an email or a text.
Click Save when you are done.
After clicking Save, you can add steps to this Automation.
To add a step to the Automation, click where it says “No steps found. Click to add a new step.”
Fill out the name, status, delay, and time you want to run this step in the Automation.
For delay, there are three choices:
- Run the automation on the same day it is added to the contact.
- Run a specific amount of time after the automation is added to the contact. A dropdown will appear, prompting you to select the time after the automation is added to the contact.
Note that this is based on the start of the automation, not the previous step.
- Run on a specific date. A date widget will appear, prompting you to select the date the automation will run.
Automations can communicate with contacts via email or SMS.
Change the Type of Action to Send Email if you want to send an email.
Scroll down to the “Email to Send” section and type your email.
You can also choose to import a template if you’d like.
Change the Type of Action to Send SMS if you want to send an SMS.
You will be able to compose a message to send to the contact.
In the editor, you can select details to automatically be replaced when the SMS is sent.
Remember to click “Save” when you are finished.
COPYING AN AUTOMATION
Automations where the owner is the Brokerage can be copied for Agent use.
Go to Marketing > Automations.
Click Copy for the Automation that you'd like to edit and save for your use.
After you click copy, it will bring you to the Add New Automation page.
This will allow you to select an owner for this copy and will automatically fill in the name and groups with the automation you are copying.
After you select the owner and add additional information press save and it will bring you to the step editor page.
You will see that all of the steps from the automation you copied will already be here.
You can add a new step by clicking the actions button and selecting "add new step".
You can edit the existing steps by clicking the edit button in the row for the step.