Automation Rules

Our automation rules engine is the most common way to set up automation.

The basic idea here is that this is an "if this, then that" rule builder.

So when a trigger is detected, your Campaign Refinery account will perform an action.

To help keep things easier to navigate, only tags & goals pull from all available tags & goals. Each additional option limits its scope to items available within a particular campaign.

Knowing this helps to organize forms and sequences within a single campaign. This logically and organizationally makes sense to reduce the clutter from other non-associated campaigns.

The most common use of triggers is to Start a Sequence.

When you've collected lead data or something has happened with recording, it can often be a great time to start a new sequence.

For instance, if someone subscribes to a form, there is generally an expectation of something to happen next.

Sequences are your flexible place to apply tags, send emails, send HTTP posts, and more. Because of this, it's often not necessary to use automation rules to apply a tag if you have more events you'd like to stack together.

However, we don't limit you this way if this is how you prefer to think about your campaigns.

We use sequences to apply tags and handle most fulfillment for our lead magnets, account upgrades, cancellations, and more.

Looking to stop a sequence when specific criteria are met? 

We'd like to encourage you to use Goals to have a globally available trigger you can use in any sequence across all your various campaigns.