Measure and automate
Automations
Run rule-based actions from campaign conditions
Automations evaluates a selected scope and condition, then performs the configured response while active
What this workspace includes
- Automation list and status
- Campaign scope
- Conditions and thresholds
- Configured action and activity
Complete workflow
- 1
Name the outcome
Describe what the automation manages
- 2
Choose scope
Select the client campaign objects
- 3
Set condition and action
Define the measurable trigger and response
- 4
Review and activate
Confirm the rule before enabling it
How records and settings behave
- Only active rules are evaluated
- A rule uses its saved client and scope
- Activity reflects qualifying evaluations and actions
Working effectively
- Start with conservative thresholds
- Avoid overlapping rules for the same outcome
- Review activity after activation
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Automations?
Describe what the automation manages
When is my work saved?
Only active rules are evaluated
How do I confirm the result?
Return to the related list or detail view and review its current status. Activity reflects qualifying evaluations and actions