- author: SALESmanago
How to Create and Manage Automation Rules on Salesmanago
Automation rules can make a marketer's life easier by automating tasks such as sending emails, updating contact information, and triggering actions based on a set of conditions. On Salesmanago, creating and managing automation rules is a simple process. In this article, we will discuss the steps required to create and manage automation rules and explore additional features on the platform.
Accessing the Automation Rule Panel
To access the automation rule panel on Salesmanago, follow these steps:
- Log in to your Salesmanago account.
- Click on the Automation Processes tab.
- From there, you can either choose one of the quick links to the new rule creator or automation rule list or use the top menu to go to the automation rules list.
Managing Automation Rules
Once you have accessed the automation rules list, you will see a full list of all the automation rules that are visible to your account. Here are some ways to manage these rules:
- Groups: Folders in which you can group similar automation rules for easy management. Rules in the same group can be easily managed through the action menu allowing you to toggle their active or inactive state as well as being able to export the analytical data regarding their activations.
- Search: Allows for search based on rule title. You can choose to display only active or inactive rules as well as rules only made by the current user.
- Sort: Allows you to arrange the rule list based on a date of creation or last modification. You can also switch the list view for easier mass management of the automation rules.
- Actions: Each rule's action menu allows you to duplicate a rule, cancel any planned emails by the rule, activate or deactivate it, as well as delete it entirely. You can also view the analytics of each rule so see how often it was activated in a specified time period.
Salesmanago offers robust analytics for automation rules. Here's what you can expect:
- Email Statistics: You can view the statistics of all emails sent by the rule, including how many users have received this email, how many opened it, and how many raised and hard bounces.
- Overall Stats: You can see how often the rule has been activated on different times.
- Viewing Analytics: To view analytics, click on the rule's action menu, and select "Analytics."
Creating Automation Rules
To create a new rule, click the "Add Rule" button located in the top right corner of the automation rules list. Here's what you can expect to see:
- Settings: Allows you to change the name of the rule, add it to a predefined group, share it with other users, and set how often and how many times the role can be activated for a single contact.
- Events: Events are the triggers that initiate the automation rule. Salesmanago offers multiple trigger options, and you can add new elements by using the plus symbol by each category or manually opening their elements menu.
- Conditions: These determine the path that the user takes depending on whether they fulfill the condition or not.
- Actions: These are the processes that are done to the contact. We can add more than one to each path for more complex operations.
- Time Delay: This allows the rule time to wait before we check the condition. This is especially useful for rules such as abandoned cart rules.
Types of Rules
There are three types of rules that can be created depending on the combination of categories they receive. Here they are:
- Event Rule: Includes events, conditions, and actions. This combination is best suited for tasks that require immediate automation.
- Condition Rule: Arranges the condition and actions only. Since this rule will not have any events, it will not be able to activate itself and can only be activated manually through either the contact card for an individual contact or for mass contacts in the contact management panel.
- Action Rule: Includes only actions. This rule will need to be activated manually, just like the condition rule.
Salesmanago offers additional automation features such as email and SMS analytics and default scoring rules.
- Email Analytics: In the automation email analytics section, you can view the statistics for all rules and all emails that are sent by them.
- SMS Analytics: Similarly, the automation SMS analytics section enables you to see all the text messages that were sent by your automation rules.
- Default Scoring Rules: Salesmanago comes with a default set of scoring rules based on the contact's website visits, actions, and responses towards emails and social media.
With these features, you can better manage automation, optimize your messaging, and score your contacts based on their interactions.
In this article, we discussed how to create and manage automation rules on Salesmanago. We explored the various settings and features available, including groups, search, and sort options, analytics, and types of rules. Additionally, we covered additional features such as email and SMS analytics and default scoring rules. By automating your tasks and workflows, you can save time and focus on other important aspects of your business.