This article is here to help create your first automations. If you would like to learn more about how automations can be used, check out our automations use case guide.
Okay, so what are automations?
Automations are effectively made up by two components.
When an event such as a session or page view occurs or a new lead is identified.
What happens when a trigger event takes place. Examples include sending an email, slack notifications or adding tags.
The components serve to help you automate sending leads or updated visit information to a specific user or team.
Imagine a perfect new lead is identified matching your target company filters - notify the sales team via email or slack and add a tag.
Or, imagine a lead already in the sales process spends 5 minutes looking at your pricing page, get real-time notifications to the team and start closing.
What should I keep in mind?
For example, let me know via slack when a new lead enters my ideal customer profile or ''to be qualified'' stage (segment).
Or send me a notification when one of the companies in my ''qualified but not assigned'' stage (segment) makes a new high intent visit.
If you are still using Segments in the old school style, it's important to have them dialled in to get the most out of automations, if you need a little help check out our guide to the Segments you need.
How do I create my first automation?
👉 Step 1 : Navigate to the lightning icon at the top of your dashboard.
👉 Step 2 : Create new Automation.
👉 Step 3 : Select the type of event you would like to trigger the action on.
👉Step 4 : Select the Segment you want use.
👉 Step 5 : Choose the action you would like to carry out.
Option A : Send an email with the lead or visit.
Option B : Add a tag to the company profile
Option C : select a slack channel to send the lead or visit to (our favourite).
Happy automating and as always, please feel free to drop us a line with ideas, observations or just to say hello. Team Snitcher signing off 👋