Whether it's a simple form autoresponder, or a multi-step nurture campaign that stretches over a few months, SharpSpring allows for you to create powerful automations based on your lead's behavior. An Automation Task is a group of rules that are used to set off an action group. For more information, click to review the articles Building an Automation Task That Works and Task and Action Group Overview.
The following User Roles have access to create an automation task:
- Marketing Manager
Follow these steps to put an automation task into action.
For demonstration purposes, the following automation task will be an example of setting up an email drip campaign. We will start by creating a notification action group.
Step One: On the toolbar top right, click the New button, then in the drop-down, select Action Group.
Step Two: Enter a name for the action group and make any other selections. For this example we will choose Make this action group repeatable, then on the bottom right click Add Action Group.
Step Three: In the When and what section, complete the following:
- Select the timing
- Click to choose send a notification to user
- Click to select the user. Check the box if you would also like a text message sent.
- Click Add Action. You can add multiple timed actions with this Action Group by repeating 1-4.
- When you have added all of the actions, click Save Changes.
Creating the Trigger
Now you can create the trigger that will set the whole automation in motion when any or when all of the conditions are met. For more information, click to review the article Use Triggers and Filters Correctly.
Step One: On the toolbar top right, click New, then select Task.
Step Two: Enter a name for the task, then click Add Task.
Step Three: Scroll down to the Triggers & Filters section and do the following:
- Select when any or when all.
- Add the trigger, when a contact and choose an action from the drop-down.
- Make your choices from the other fields that is based on the action chosen from 2. Then click Add Rule.
Step Four: Begin typing the name of the action group created in the first section of this article, or any other existing one, then select it and click Save Changes.