Creating An Automation Campaign

Creating an automation campaign is a very logical, step-by-step process but because there are so many option, it is always good to take it slow and map it out correctly before starting. To set up an automation campaign, you will need the following:

  • A detailed plan of the goals for your automation
  • A step-by-step workflow for each event
  • A Trigger event
  • The Communication features in your Synergy 8 plan

Popular Examples

Sending Autoresponders On Signup

  1. Under 'Automation', click 'New Automation'
  2. Give your Automation a Title so you know what it does
  3. Select the Trigger "Forms - When a form is submitted"
  4. From the list of forms, tick the relevant form/s that you'd like to trigger the autoresponder when filled out
  5. Under 'Workflow' > 'Step 1', select the option 'Send Email To Customer'
  6. Select the email you would like to send out. If you don't haveone created, click on 'Create A New Message'
    1. If you create a new email, you will be redirected to a new page to build the email. Once you are done, click 'Save' and return to the previous tab. If your email doesn't show up, click the Refresh button next to the email dropdown menu
  7. Select 'Test Mode' and type in your email address
  8. Click the 'Enable this Automation' tickbox
  9. Click 'Save Automation'

Once you have tested the process and it is all working correctly, to make the automation live you just have to change the toggle from 'Test Mode' to 'Live Mode' and click 'Save Automation'

Chasing Up Unpaid Invoices

  1. Under 'Automation', click 'New Automation'
  2. Give your Automation a Title so you know what it does
  3. Select the Trigger "Sales - When a sale has been unpaid for a number of days."
  4. Select the amount of days the invoice has to be unpaid for before the email is sent out
  5. Under 'Workflow' > 'Step 1', select the option 'Send Email To Customer'
  6. Select the email you would like to send out. If you don't haveone created, click on 'Create A New Message'
    1. If you create a new email, you will be redirected to a new page to build the email. Once you are done, click 'Save' and return to the previous tab. If your email doesn't show up, click the Refresh button next to the email dropdown menu
  7. Select 'Test Mode' and type in your email address
  8. Click the 'Enable this Automation' tickbox
  9. Click 'Save Automation'

Once you have tested the process and it is all working correctly, to make the automation live you just have to change the toggle from 'Test Mode' to 'Live Mode' and click 'Save Automation'

Adding A Contact To A VIP Group After A Large Purchase

  1. Under 'Automation', click 'New Automation'
  2. Give your Automation a Title so you know what it does
  3. Select the Trigger "Sales - When a sale is made"
  4. From the dropdown menus, open "Dollar value of selected product(s):" and select "At Least"
  5. Type in the amount of money a user has to spend to be considered a VIP
  6. Under 'Workflow' > 'Step 1', select the option 'Groups - Add Member to Groups'
  7. From the selection of groups, select the group/s that you would like the contact to be added to
  8. Click the 'Enable this Automation' tickbox
  9. Click 'Save Automation'

Once you have tested the process and it is all working correctly, to make the automation live you just have to change the toggle from 'Test Mode' to 'Live Mode' and click 'Save Automation'