Step-by-Step Guide to Automation Rules
Automation rules are powerful tools that simplify tasks by automating repetitive actions.
By defining specific conditions and corresponding actions, these rules enable efficient workflows, saving time and effort
Whether organizing emails, managing data, or executing routine operations, automation rules empower users to enhance productivity and focus on more critical aspects of their work.
- Understand the if this, then that concept of rule building.
- Automation rules follow this logic to perform actions based on triggers. Your Campaign Refinery account will execute an action when a trigger is detected. This helps streamline your workflow by automating specific tasks.
Let's get started!
Go to Campaigns>All My Campaigns. Select the campaign you would like to work on.
Click on the Automations Tab to create or edit automation rules.
To Edit an existing automation rules, check the automation rule you would like to configure from the list that will appear on the 'Automations' tab
Click the preferred action under the MANAGE header—'Edit' to configure the rule, or 'Delete'.
Edit allows you to configure the items under the trigger and the task or action set on the rule.
Save your automation after configuration.
To Create a New Automation, click on '+Automation Rule' at the upper right side of your screen
If no automation has been set yet, you will also see this icon and can click on it to create your automation.
You will then define the rule by choosing the trigger condition, and the actions that will be launched once the condition is met.
Click Continue
You can then select the Form that the trigger was intended for
Next, for the action, choose the tag that you want the system to assign to the contact who has fulfilled the trigger condition.
Switch the automation rule on/off and save,
Upon saving the automation rule, you will be directed to the Automations tab, where your new automation rule will be added to the list of existing rules. You can then proceed with your workflow.
