This article will guide you through the basic steps when troubleshooting why an Automation Rule did not trigger.
1. If Prospect, identify current Lead Type
Search for the prospect account > click their name > Lead Type.
2. View Lead Type History
Search for the prospect > click their name > LEAD HIST. icon.
A pop up window will display the Date and Lead Type for the prospect.
3. View History on User's Account
Navigate to Prospects / Members > locate the user > click on WORK IT.
Select the Automation tab to view a report of rules that have triggered (History) and Upcoming rules for this user. This will specify the date it occurred or will occur.
4. If the rule did not trigger - Verify Automation Rule Setup
Navigate to Setup > Automation > Automation Rules. Search for the Automation Rule and confirm all conditions have been met (Example: Lead Type, Booking Status, Amenity, etc.).
5. If the conditions have been met - Verify Time Trigger
Within the Automation Rule setup, it can be set to have a rule trigger when a specific event occurs.
NOTE: If no Real Time Trigger Event is selected, the system will trigger the rule during the morning.
6. One Task at a Time
Tasks that were generated via automation, and are not completed prior to another automation rule running that drops a new task, are automatically removed by the system. A profile can only have 1 uncompleted automation generated task an a given point in time.