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How Do I Set The Trigger For An Automation Workflow?
How Do I Set The Trigger For An Automation Workflow?

The first step to creating your automation is to create the trigger.

Updated over a week ago

Automations are an essential part of any business that wants to create a personalized and efficient experience for their customers. With automations, you can send targeted emails to your audience based on their behaviour, such as when they sign up for a form or purchase a product. In this article, we will walk you through the steps of setting up automations in FEA Create.

Step 1: Create a Workflow

To get started with your automations, navigate to Automation in FEA Create and select "Create Workflow". For most purposes, select "Start from Scratch" and then "Create New Workflow" to open up the workflow builder.

Step 2: Set Your Trigger

In the workflow builder, you can set your new trigger. FEA Create offers several options, including contact tag, form submitted, order form submission, membership new signup, and offer access granted. Select the trigger that matches your automation goals.

Step 3: Add Filters

Once you have selected the workflow trigger, you need to click "Add Filter" and select the product or form to filter the contacts that will enter your automation. This ensures that only those contacts who meet the specific criteria will be added to your automation.

Step 4: Save and Turn On

After adding filters, make sure to save the trigger and click "Save" up top. Then turn on the automation before publishing to start sending emails.

Step 5: Add Multiple Workflow

Triggers If you want to set up automations for multiple actions, you can add multiple workflow triggers. For example, you can use the "Order Form Submission" trigger along with "Membership New Signup" trigger. This ensures that contacts that make purchases or sign up for your membership program will be added to your automation.

Setting up automations in FEA Create is an easy process that allows you to send targeted emails to your audience. By following these steps, you can create personalized experiences for your customers and streamline your business operations.

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