This article will guide you in creating automation tags. These tags can be applied to prospect and/or member profiles and used to trigger automation rules.
Accessing Automation Rules Settings
1. Adding a Tag
Tags can be created and added via automation rules. To do this, go to; Setup > Automation > Automation Rules > Add New Automation Rule. From here, you will select who your new rule is for; Membership Leads (Lead Types that are not members), Internal Leads (Lead Types that are members), Members (Active Members), or Inactive Members (Members in which their end date has expired). Once you select this, the form to Add A New Automation Rule For will open. You will have several options as to the conditions and or triggers.
The option to add your tag will be in the THEN automatically do this section of the page. This section allows you to add an action.
2. Viewing a Tag on a Member's Profile
If a prospect or member has any tags associated to their account, these can be viewed from their summary page.
3. Lookup List of Users with Tags
Click the drop down Search By Name from the Lookup options. Click By HAS Tag to view a list of all users with a tag on their profile.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Setup: Can access setup
- Setup: Can access automation rules setup