Automations are a powerful tool that allow you to design a custom user experience for your contacts, all on autopilot. More specifically, automations allow you to take one or more actions when specific activities are initiated by a contact or the system. Example UsesSome examples of how automations can be used are as follows:When someone registers on a landing page, an automation can remove a tag from a person, remove them from a campaign, add them to a different campaign, and add a follow-up plan to them.When someone clicks a link in an email or text, an automation can start a campaign automatically, remove them from a different campaign, and add them to a vault.When someone registers on a landing page, that can send them an email with an automation link in it. If they click it, the automation can tag them and add them to another campaign with the requested information. This allows you to set up a double confirmed opt-in if you'd like.When someone clicks a link on a page in your member area, it can automatically start them on a campaign, add them to another vault, etc.When someone finishes a lesson or class in your member area, that can run an automation to tag them or start a campaign, etc.Automations can be run manually one-by-one or in bulk.After a few days have passed, opting people out of email who have not clicked a link in an email that was sent by a campaign. This allows you to clean up your contact list.Automation ActionsAn automation can cause one or more of the following actions to be taken automatically when the automation is run: Adding or removing tags, campaigns, vaults, or follow-up plansRSVPing "yes", "no", or "maybe" to an eventOpting a contact in or out of email and/or textChanging the contact ratingAutomation TriggersAn automation can be triggered (which means that an automation will start running automatically) when any of the following activities occur in your system:When someone registers on a landing pageWhen someone registers on a custom pageWhen someone makes a purchase through a custom page, each payment option allows you to trigger automations. For example, if someone purchases a $99 event ticket but not the $19 ticket, the automation can tag them "VIP" and add them to a special campaign for VIP registrants.When someone RSVPs for an eventWhen someone uses the Contact Me feature on your websiteWhen someone comments on a blog postWhen someone is added to a vault (or when they buy access to a paid vault)When someone completes an online classWhen someone completes a specific lesson in an online classWhen a campaign is added to a contactOn the Premium and higher plan, when a specific message in a campaign is sent. This allows you to, for example, move a contact from an initial campaign to a longer-term lead nurturing campaign if they don't take action before they reach the end of the campaign. Or you could opt someone out of emails if they don't reply by a specific date.When someone clicks a link in an email or text, or on a page in your member area or a page on your site where you know they have registered so the system knows who they are (e.g. on the page immediately following a landing page registration)Creating or Editing an AutomationTo create or edit an automation, go to the Contacts menu, click on Settings, then click on Automations. A list of your automations will appear 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 add an action to your automation, and choose from the available options that are shown in the Automation Actions section above. If this automation will be used in a link in an email, text, or web page, click to expand the Advanced Options and choose where the contact should be sent when they click the link that starts the automation.Automation KeywordThe automation keyword is created automatically when you enter a name, but you can customize it. The keyword is used in the links that are sent by email, text, or on your website or member area so you can more easily know what automation will be run when someone clicks the link. If more than one automation matches the keyword, all of the automations will run, but if the automation is run from a link click, the contact will be forwarded to the web page that's on the most recently edited automation.Using Automations in Emails & TextsTo add an automation link inside of an email or text message, there will be an automations icon nearly anywhere an email can be sent that looks like this:Clicking it will open a list of all available automations in your account.Using Automations On Custom PagesTo get the automation link to use on a custom web page, go to the Contacts menu, click on Settings, then click on Automations. Then click on the keyword link next to the automation name to copy it to your clipboard.Next, edit the page on your site where you want the link added. When you're creating the link, insert the automation link you copied in the first step above into the URL box (see below). An example link URL will be something like [automation:new-lead] where "new-lead" is replaced with the automation keyword that's saved to the automation. Then save your page and test it out.If you're using an automation on a publicly visible page that people do not have to register to get to, only people who have previously registered on your website will have the automation run for them.Using Automations In The Member AreaAutomations may be used on pages, classes, and lessons in the member area. If you are logged into the member area as your AttractWell account and not as a contact, the automations will not run for you. They only will run for people logged into your member area as a contact.