Automations are a powerful tool that allow you to design a custom user experience for your contacts, all on autopilot. They enable you to take specific actions when certain activities are initiated by a contact or the system. ImportantIf you would like to see a video overview of automations in action and access a downloadable PDF reference guide, scroll down to the bottom of this article.Here are some example uses of automations:When someone registers on a landing page, you can use an automation to remove a tag, move them to a different campaign, and add a follow-up plan.When someone clicks a link in an email or text, an automation can start a campaign, remove them from another campaign, and add them to a vault.When someone registers on a landing page, you can send them an email with an automation link. If they click the link, the automation can tag them and add them to another campaign, allowing you to set up a double confirmed opt-in process.When someone clicks a link on a page in your member area, you can automatically start them on a campaign or add them to a vault.When someone finishes a lesson or class in your member area, you can run an automation to tag them or start a campaign.Automations can be run manually one-by-one or in bulk.After a few days have passed, you can use an automation to opt out contacts who haven't clicked a link in an email sent by a campaign, helping you keep your contact list clean. Automation ActionsAn automation can trigger one or more of the following actions automatically:Adding or removing tags, campaigns, vaults, or follow-up plans.RSVPing "yes", "no", or "maybe" to an event.Opting a contact in or out of email and/or text.Changing the contact rating. Automation TriggersAn automation can be triggered automatically when any of the following activities occur in your system:When someone registers on a landing page.When someone registers on a custom page.When someone makes a purchase through a custom page, each payment option allows you to trigger automations. For example, you can tag someone as "VIP" and add them to a special campaign for VIP registrants if they purchase a $99 event ticket but not the $19 ticket.When someone RSVPs for an event.When someone uses the Contact Me feature on your website.When someone comments on a blog post.When someone is added to a vault or buys access to a paid vault.When someone completes an online class.When someone completes a specific lesson in an online class.When a campaign is added to a contact.On the Premium and higher plan, when a specific message in a campaign is sent. This allows you to move a contact to a longer-term lead nurturing campaign or opt them out of emails if they don't take action before reaching the end of the campaign.When someone clicks a link in an email or text, or on a page in your member area or website where the system knows their identity (e.g., immediately following a landing page registration). Creating or Editing an AutomationTo create or edit an automation, follow these steps:Go to the Contacts menu and click on Settings.Click on Automations. You will see a list of your automations along with a button to create a new automation.Each automation requires a name, a keyword, and at least one action. Click the Add Action button to include an action in your automation, and choose from the available options.If you plan to use the automation in a link in an email, text, or web page, expand the Advanced Options and specify where the contact should be sent when they click the link that triggers the automation.The automation keyword is automatically created based on the name you enter, but you can customize it. The keyword is used in the links sent via email, text, or on your website or member area to identify which automation will be triggered when someone clicks the link. If multiple automations match the keyword, all of them will run. However, if the automation is triggered by a link click, the contact will be forwarded to the web page associated with the most recently edited automation. Using Automations in Emails and TextsTo add an automation link inside an email or text message, look for the automations icon, which can be found in various places where emails can be composed. It looks like this:Clicking the icon will display a list of all available automations in your account. Using Automations on Custom PagesTo get the automation link for use on a custom web page, follow these steps:Go to the Contacts menu and click on Settings.Click on Automations. You will see a list of your automations.Click on the keyword link next to the automation name to copy it to your clipboard.Edit the desired page on your site where you want to add the link.Insert the automation link you copied earlier into the URL box when creating the link. The link URL should look like this: [automation:new-lead], where "new-lead" is replaced with the automation keyword associated with the automation.Save the page and test it out.Note: If you use an automation on a publicly visible page that does not require registration, only people who have previously registered on your website will have the automation triggered for them. Using Automations in the Member AreaAutomations can be used on pages, classes, and lessons in the member area. However, please note that if you are logged into the member area as your GetOiling account and not as a contact, the automations will not run for you. They will only run for people logged into your member area as a contact.Video Overview of AutomationsClick here to download the slide deck as a reference guide.