Within your project, go to Quick Links in the upper right-hand corner, then click on Automations to access your automation settings. Set up your email automations by following the steps below:

Click “Add Automation”, then select from one the many pre-made email automation templates

The automation templates available include:

Select how long to wait before the automation action is executed. To edit the delay, click where it shows “7 days”. If you do not wish to add a delay, you may enter “0”. The maximum delay is 99 days.

Conditions are rules that must be true in order to move to the next step. Some conditions will be locked by default and cannot be edited. To add additional conditions, click the “+” sign.

Select a Condition Type, then choose a data field and set the condition logic. For example, you can add a condition that the member must have at least X number of Instagram followers.

Select the action you would like to automate after the previous steps are complete. We currently support email automations that are centered around sending reminders or following up with your members.

To make edits, click on the grey action box. You can choose which email address the automated message will be sent from. You may select from any shared emails connected to your account or an individual email, if applicable.

For invite and brief reminders, you can select “From Previous Sender” to use the email address that was utilized when sending the invite and/or brief. This will ensure that the email is sent within the same thread as the original email. If you choose another email, it will generate the email as a separate thread.

You can also view and select from any of your message templates to use for the email automation. You can further customize the email template in this section or by opening the template in another tab from this page.

Click “Create” in the upper right-hand corner to set your automation live.

The Run History tab provides a report of all the tasks that were run across the project. This table provides you with all the members that were part of an automation, as well as their status.

Within your automation settings, click "Run History", then click "Cancel" in the Action column, and then click "Confirm".

This can be used if the automation is within the "Delay" and the member is in the Running status but you no longer want to send the email to the member. Once canceled, the status will then change from "Running" to "Canceled" and the date ended will populate.

To edit an automation, go to the project, then click "Quick Links" in the upper right corner. From there, select "Automations" and choose the automation you want to edit. Click "Edit Automation" in the upper right-hand corner to make changes, then click “Save” when you’re finished.

Within your automation settings, select the automation you wish to disable by hovering over it and clicking “View”, then select the 3 dots at the upper right-hand corner, and click "Turn Off".
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What parts of the automation can be edited?

What parts of the automation cannot be edited?

When setting up automations, is the number of days under "Wait" using calendar days or business days?

The wait time is in calendar days.

Do automations work retroactively? For example, if we turn on the Invite reminder automation, will it apply to invites that were sent before the automation was set live?

No. The automation will only apply to events that are triggered after the automation has been set live. For example, if you sent an invite last week and turn on the “Invite Reminder” automation today, it will not apply to the members you invited last week.

If a member has been sent multiple briefs, will the Brief Reminder include a link to the most recent brief we sent?

Yes, we will default to the most recent brief sent.

What happens if I delete a stage that corresponds to an automation?

The automation will remain active. You can turn it off by going to the Automations tab under your Project Settings.

Is there a limit to the number of conditions we can add?

There is a maximum limit of 10 conditions per automation. This includes the locked conditions.

Will automated emails be visible on the member’s profile and within the Inbox?

All emails that are sent through automations will be visible on each member’s profile under “Messages”, as well as within the Inbox in the “Sent” folder. There will be a lightning bolt next to the message to indicate that that is an automated email.

How many automations am I allowed to use?

You will be able to add as many automation templates as you'd like to each project; however, you will only be able to use one automation template per project. For example, you can only use one "Brief Reminder" template for Project A. You can use another “Brief Reminder” template for Project B.

If a member profile is deleted, does that stop the automated email flow for the creator?

If a member is deleted, they will no longer receive any automated emails.