This article is here to help create your first automations. If you would like to learn more about how automations can be used for sales check out our automations use case guide.
What are automations?
Automations are made up by two components:
👉 Triggers
When an event such as a session or page view occurs or a new lead is identified.
👉Actions
What happens when a trigger event takes place. Examples include sending an email, slack notifications or adding tags.
They will enable you to automate sending leads or updated visit information to a specific user or team. Or trigger tags and sending leads to your CRM.
Imagine a perfect new lead is identified matching your target company filters - notify the sales team via email or slack and add a tag.
What should I keep in mind?
Automations are best used in combination with Lead Scoring and Management.
For example, let me know via slack when a new lead ideal lead visits my website and takes a high intent action.
Or send me a notification when one of my existing prospects visits the pricing page.
💡 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 👋