Overview

Edit draft tab

When you create an automation or select an existing one, you're directed onto the Edit Draft tab of the automation. Here, you can edit the automation itself, including triggers, steps, messages, and some more minute settings. For more on how these functionalities work, check out our guide on how to send reminders with automations.

Contacts tab

In the contacts tab you can see all the contacts the automation was triggered on and their current statuses. For example, if the automation ran normally on a contact, the status is shown as Complete, with a green check mark.

If there were any problems with running the automation, you can get more information about this by clicking on the contact and inspecting the Events section.

Summary tab

The summary tab shows an overview of the automation. Here you can see recent contacts, the amount of contacts and their statuses, and the structure of the automation (triggers and steps).

Creating automations

Automations powerful tools that make using Trustmary even more simple, while also making your NPS measuring, feedback and testimonial gathering quite a bit more efficient.

To start using automations, navigate to Automations via the navigation bar. Once there, begin creating your automation by clicking Create new in the top right.

In the next screen, give your automation a name and proceed to the next screen by clicking Create new.

You're directed to the automation editor. Here you can see among other things a preview of your automation's steps & triggers, which you can also add by clicking their respective buttons. We will take closer look at all these in the next section.

Building the automation

Trigger/step selection

Here you can add triggers to begin the automated sequence and add steps the automation will execute after it is triggered.

Triggers

There are four types of triggers to choose from:

  • Add contact to list - This will trigger the automation when a contact is added to a chosen list

  • Update contact on list - The automation will trigger when an existing contact is updated

  • New survey answer - The automation will be triggered when a survey is answered.

  • Recurring trigger for contacts in lists - This will trigger the automation a certain contact list with a set interval.

You can also choose multiple triggers, if it suits your use case.

Steps

There are six types of steps:

  • Wait - Pause the automation and continue it after a set time

  • Wait until conditions are met - Schedule the next action to execute when certain conditions are met (currently only a specific time of day)

  • Wait for answer - Wait for an answer for a set amount of days and send a reminder

  • Send message - Choose a message and send it to selected contacts.

  • Send reminder after - Sends a reminder message for recipients that haven't answered to the survey in question.

  • Add contact to list - Adds the contact the automation is triggered for to a list.

Toolbar

You can also Create steps from the toolbar. In addition, you can create messages or choose an existing one, and edit the general settings of your automation.

Publish now button

Once you're ready, you can click the Publish now button, which is located in the drop-down menu in the top right corner. This shows the changes you've made to the automation.

If you're happy with what you see, you can click the Publish now below the changes to update your automation.

Wrapping up

Once the automation is published, a green text that reads Active appears in the place of the orange Draft text, telling you the automation is live. Here you can also stop the automation, if needed. After stopping the automation, the text turns red and reads Stopped.

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