Automated actions are designed to be used in conjunction with email features. Automated actions will not be initiated if the constituent does not have two things:

  • An primary email address associated with their profile record.
  • Are assigned to at least one email list.


To create a new automated action, you will go to the CRM Module to the Automated Actions grid. Click on +New and click on Automated Action to go to the set up wizard. If you have an automated action already created and shown on the grid, you can click on the row and the new View/Edit menu option will appear at the top of the grid. You can click on View/Edit, then Automated Action to open an existing set up to make changes.



Step 1 - Info Tab


The first step for any page or campaign is the Information tab. This is where you can add a Name to your automated action. Even if you do not plan to send this message to the constituent, you will also be required to enter the:

  • Email Display Name: for example the name of your organization or name of the person sending the email.
  • From Address: the email address that is sending the message.
  • Subject Line: the subject of the email.


Click Save & Next to go to the next step.




Step 2 - Settings Tab


Because the automated actions was designed for use with email, this step requires you to select at least one email list category to include in the automated action. This means that in order to generate this automated action, a constituent must have a primary email address and must be assigned to at least one email list.




Step 3 - Attach Template Tab


Again, because this feature is synced with email, you must select a template to use, even if you do not plan to send this message to the constituent. Click on “Use” for the template you would like to link to this automated action.


 


Step 4 - Schedule Tab


The last step is where the trigger and actions are identified. At the top of the page, you can see a confirmation of the Campaign Summary and Email address information. You can also Send a Test Email if you would like to see how the message will look to your constituents. 



Scrolling farther down the page you find the trigger setups. Once you select the trigger and notification options, click Save to set up this automated action. 


Please see this article "Automated Action Triggers" for a description and details of all the different trigger and notifications options available.