Automations are a feature built to reduce your team's workload. They enable you to automate manual tasks, such as emailing a person after they make a donation, creating a mobile pass when someone registers for an event, adding someone to a workflow when they join a team, and more.
Administrators can set up and configure automations for all groups. Group type managers can only set up and configure automations for the groups they manage.
-
Select the Groups page in the top navigation.
-
Choose a group from the list to open the individual group page.
-
Select the Automations tab in the left sidebar.
-
Select the Create automation button in the top right.
-
In the first dropdown, choose the trigger event for the automation. This can be when a person joins, leaves, or requests to join the group.
-
In the second dropdown, choose which product to perform an action in when the trigger event occurs.
-
In the third dropdown, choose which action to perform.
-
Complete any additional fields that appear.
-
Select Create automation.
In a group, you cannot create an automation to add people to that same group.
If a group type manager uses the bulk action tool on a person's profile to add someone to a group, they will see a list of all active groups. However, if they select a group they don't manage, they will receive a forbidden error message.
You can see any automations that will affect your group, team, or registration on the Automations tab.
Use the toggle slider to pause an automation that you don't want to run.
To pause all of your automations, select Pause Automations in the top right.
To delete an automation, select the three dots next to the automation you want to delete and select the Delete option.
You can view an automation's history within the last 32 days, reassign it to yourself, or delete it by selecting the three dots in the top right corner of the automation.
You may see the following statuses when viewing an automation's history.
-
Success: The automation ran on the person successfully.
-
Pending: The automation is still in process.
-
Paused: The automation was paused before the last action that would have normally triggered it, so it did not run. Select Run now to run the automation.
-
Failed: The automation failed to complete. You can select Details to find out why the automation failed. Select Retry to try the automation again.
Tip
The owner of the automation will receive an email notifying them of the failure.
If an automation has any errors or instances skipped due to being paused, you will also see an indicator on the automation showing the number of paused or failed instances.
If you ignore a failed or paused automation instance, it will show up on the Automation history page with an Ignored status. It will not be included in the number of errors or paused items on the automation.