Try to Incorporate the following best practices when building your Visual Workflows and Action Groups to avoid common issues with your automations.
Filter conditions must be met before triggers add leads to your automation.
1. When utilizing Triggers and Filters in a Visual Workflow, keep in mind that Filters must be met prior to the Trigger being met. The branch that the lead is applied to corresponds with the past interactions with a Filter. I.e. If the Trigger is a Form fill and the Filter is a page visit, the lead must have visited that page prior to filling out the Form in order to be added to that Branch.
Automation is triggered by lead behavior, not bulk edits or imports.
2. As is a tenet of inbound marketing, automations are fired based on specific behaviors and actions that leads perform. Importing lists or bulk editing your contacts in the Contact Manager doesn’t reflect lead behavior, and therefore cannot fire automation. This is a safety measure and it also serves as a level of opt-in protection for the leads in an instance. The same goes for the Bulk Edit option in the Contact Manager. SharpSpring is designed to automate marketing based on lead actions. A bulk edit event is not recognized as a lead action but as an update to a lead record by user.
Don’t schedule or trigger a workflow until you’ve completed building it.
3. When building out an Email Drip sequence in a Visual Workflow, it is important to note that any emails or actions added to an Action Group after it has been Triggered or manually scheduled will not fire. This also applies to any actions or emails removed from an Action Group after it has been Triggered or manually scheduled. Whatever actions are present at the time of the schedule, will be the actions that fire to the contacts associated.
Avoid removing contacts from workflows more than twice.
4. SharpSpring gives you the ability to remove a contact from an Action Group whether it be manually from the contact profile, or automatically from a Workflow. However, a contact can only be added and removed from a Workflow twice before that contact becomes excluded from that Action Group. When a contact is excluded from an Action Group, he or she cannot be added to that Action Group again.
Consider using repeatable action groups.
5. If you’d like a specific Action or Action Group to take place anytime it’s been triggered, you can use the repeatability function found in the green bar above the branch. You will notice a small circle made up of two arrows. Gray indicates that the branch is non-repeatable, and white indicates that the branch is repeatable.
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