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Including Media Center Views in Automation

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Justin Garrett
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The Media Center in SharpSpring allows you to create trackable links to better understand what content is helping leads to convert. You can use Media Center views to trigger automation, or filter certain automations to send if a lead only if they have viewed or not viewed certain content. This article will detail how to use Media Center rules in automation tasks. 

The following user roles can create Media Center rules:

  • Administrators
  • Marketing Managers


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Including Views for Tasks

To include Media Center views in automaton tasks, do the following:

  1. In SharpSpring's top toolbar, click
    Content > Media.
  2. Create a Media Center asset, or use an existing asset.
  3. Create a trackable link for the Media Center asset. 
  4. In SharpSpring's top toolbar, click 
    Automation > Tasks.
  5. Create a new task, or edit an existing task.
  6. In the rule group, select either trigger or filter.
  7. In the When a contact field drop-down menu, under Media Actions, select an action.
  8. Select the media asset. 
  9. Click Add Rule.
  10. Add other desired triggers or filters to the rule group.
  11. Click Save Changes.
  


Click to enlarge.
Note: For triggers, you can only select the views the media option.
Note: Media Center views will only trigger automation for known leads. Views by unknown leads will be tracked against the media center asset statistics, but will not trigger automation.

 


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