This video and article will guide you in creating a new automation rule at the Corporate level. Automation allows you to nurture your leads and retain members by sequencing your emails, phone calls, text messages and more.
Please Note:
- You can view your customer's individual Automation Rules records (Upcoming/History) within the Work It section of their profile.
- Learn more about about Business Automation Rules page here.
- FAQ: Automation Rules
1. Selecting the Lead Type: Navigate to Setup > Automation > Automation Rules > Add New Automation Rule. You will then select what category of lead or member this rule is being built for. Your options are:
- For Membership Leads: A membership lead type is an interested lead. They will be prospects until a membership package is purchased.
- For Internal Leads: This lead type is for your members, who may already be paying membership dues, but you are looking to create some specific follow up or may be targeting them for further sales.
- For Members: This type may be used to create rules for member retention.
- For Inactive Members: These are your past or expired members. You may be creating some automation to follow up and re-engage these previous members.
2. Organizing Your New Rule: Once you select the Lead type, you are ready to start building your rule. The top section of this form will allow to organize your rule.
- The name of this automation rule allows you to name the rule.
- Store can override disabled?: Select if clubs are able to keep this automation rule active regardless of it being disabled at the Corporate level.
- Select A Rule Folder: Use this drop-down to select the folder that you will be saving this rule into.
- Select Intended Purpose: This will allow you to track the purpose of the rule. You will be able to see the purpose on tasks and filter by purpose on your lead management and member management dashboards.
- Optional rule notes/description: This area simply allows you to notate any additional information in regards to this rule for you and/or your staff.
3. Defining The New Rule
- Who will this rule act on: Based on your selection in Step 1, this will offer related lead types for Membership Leads or Internal Leads. For members or inactive members, there are no additional types to select in this step.
- Add What Must Be True (or add a trigger event below): These will run daily. The set of conditions will alter based on the Lead type or member type.
- Add an optional trigger event to fire the rule (or conditions above run the rule daily): These will run real time based on what is selected.
- Choose what things happen for the membership leads that match above: These options will be the action that takes place, based on the condition or trigger applied above.
- Add New Automation Rule: Click this option to save your rule and add it. By default your new rule will be OFF, once you are ready for the rule to begin firing you will want to go to the rules list and turn your rule ON.
Congratulations! You have successfully build Business Automation Rules at the Corporate level!
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup