How automation rules work

In this article, you will learn how to automate your online business by using automation rules.

Click on the "Automations" tab, then on "Rules" (number 1 in the image).

Click on "Add a rule" to create a new automation rule (number 2 in the image).

On the automation rule creation page, you will see 2 columns: Trigger and Action.

Adding a trigger:

The trigger is an event that specifies when to activate the automation rule.

To select a trigger, click on the "More +" (number 3 in the image).

Select a trigger from the "Add trigger" list according to your use case.

E.g. Ask yourself: to whom should I send these emails?

1) To send to prospects that registered on my squeeze/form/popup page, select Funnel step form subscribed then select the title of your page (number 4 in the image).

2) To send to customers who have purchased my product, select New sale (number 5 in the image).

3) To send to contacts to which a specific tag has been added, select Tag added (number 6 in the image).

Note: The tag must be added to the contacts after the rule is set up.

Adding actions:

Actions are events in that occur after a trigger is activated.

To add actions, click on the "More +" button next to "Action" (number 7 in the image).

Select an action from the "Add action" list according to your use case.

Example: You would like to automatically send an email to a prospect after they register using one of your forms.

Select the "Send email" action, then create an email by clicking on the " + " icon (number 8 in the image).

It is important to save the automation rule by clicking on "Save Rule" (number 9 in the image).

Important: You can also create automation rules directly from within the sales funnel:

Please note that a trigger can only be activated a maximum of 20 times by the same contact. After the 20th time the trigger will be deactivated, and automation rules and workflows will be disabled for that contact.

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