Automations

Sync keywords and forms with flows and set a default message for new members

What are Automations?

Strive automations let you trigger flows with keywords and integration forms. Member's automatically receive a flow upon submitting a keyword or form.

What types of automations are there?

  • Keyword Automations: Let you assign keywords to flows. Automatically routed into custom flows when they submit your keyword.
  • Integration Automations: Let you assign synced forms from ActBlue, EveryAction, Facebook, and Action Network.  Funnel members into custom flows based on the forms they sign.
  • Default Automation: Ensure new members receive a welcome response when they message into your number, without requiring them to text-in a keyword. You can only create one default automation per campaign.

What are "triggers"?

Triggers are the conditions that will initiate a flow. When setting up an automation, you must create a trigger. A trigger consists of the type of audience you want to receive your flow , and the keyword or form they must submit in order to prompt the flow.

All Integration Automations allow you to set up triggers for any member.
Any member that signs your form will receive your any member automation.

Some integrations allow you to set up automation triggers for new or existing members who sign your forms. If the member's record does not exist n your Members list, the member will receive the new member automation. If the member's record does exist in your Members list, the member will receive the existing member automation.

Note: You can only create Integration Automation triggers for new and/or existing members OR any member.

Create a keyword automation

  1. Go to Automations under Configurations in the left-hand navigation. 
  2. Make sure you are on the Keywords tab.
  3. Click Add Automation. A new line in the keyword automations table will be created. 
  4. Add a name for your keyword automation, we suggest something that distinguishes your keyword automation type, like Onboarding.
  5. Select if this automation is for new or existing members.
  6. Select the keyword you would like to trigger your flow.
  7. Next, assign the flow you would like to be triggered by the keyword. 
  8. Last, assign groups. This is optional if you want your keyword automation to funnel members into groups.
  9. Click Create.

Create an integration automation

  1. Go to Automations under Configurations in the left-hand navigation. 
  2. Make sure you are on the Integrations tab.
  3. Click Add Automation. A new line in the integrations table will be created.
  4. Add a name for your integration automation. We suggest something that distinguishes your form to flow type, like Action Network Spring Petition.
  5. Select your triggers by first clicking your integration platform/form type in the drop down menu. 
  6. Click the form you’d like to use as a trigger for your messaging flow in the drop down menu.
  7. Next, click the flow you’d like your form to trigger.
  8. Last, assign groups. This is optional if you want your integration automation to funnel members into groups.
  9. Click Create.

Create a default automation

  1. To create a default automation, first, go to the Automations under Configurations in the left-hand navigation. 
  2. Make sure you are on the Default tab.
  3. Click Add Automation. A new line in the default table will be created. 
  4. Add a name for your default automation, we suggest something that distinguishes your default automation, like Welcome Response.
  5. Select your trigger. Note: You are only able to create a default automation for new members texting in.
  6. Select your default flow.
  1. Last, assign groups. This is optional if you want your default automation to funnel members into groups.
  2. Click Create.

Edit or Delete Automations

  1. To edit an automation, simply click edit in the actions column on the right hand side in the line of the automation you’d like to edit.
  2. Once you've finished making adjustments click submit.
  3. You will now see your automations changes reflected in the line you edited.
  1. To delete an automation, simply click delete in the actions column on the right hand side on the line of the automation you’d like to delete.
  2. Click confirm, to confirm your deletion. 

With automations you have a full view of live messaging flows and the rules set for each of those flows. Automatically trigger conversations, segment new and existing members into groups, and more!

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