Create an Automation

Once you have a rough idea of the three components each Automation is made up of you can start to build out your workflow within Management>Automations.

When you click "New Automation" you'll have the option to "Start from Scratch" or choose one of four templates as starting points, based on some of the most common workflows:

• Recruiting Creators from your Mentions

• Recruiting Creators from your Story Responses

• Auto-approving/rejecting creators' applications forms

• Sending an Acceptance Email

Using a Template

1. Click into each "Step" in the Automation to view the various conditions and make adjustments

2. Make sure to verify you're satisfied with all of the filters - do you want more, or less?

3. The conditions of those filters, are they too strict, or not strict enough?

4. Ensure the Actions are aligned with your brand voice - edit the copy to reflect how you'd like to respond, if including the SignUp form make sure to put in the correct link and Program name, removing any placeholder text

Once you're satisfied with all the settings, you can save your Activation as a draft before selecting "Turn On" to enable it.

Starting from Scratch

Each new Activation starts with a Trigger. Click "Add Trigger" to see a list of available options (learn more about the different components of Automations here).

1. Continue configuring your Trigger with filters until the appropriate conditions are set and then click Apply

2. Next you can add an Action, or an Intermediary Action if you want to incorporate something like a Time Delay or A/B Test

3. You can include multiple Actions, and many times it makes sense to include an "Active" Action with a more "Informative" one like an Email or DM

Sample Automation

Promote Creators When They Hit a Program Milestone

Step 1: Start a new automation flow

• Click on Automations in the menu;

• Then, click on “New automations” button in the header;

Step 2: Choose a trigger

• Click on “Add trigger” button;

• Then, choose “Conversion approved” trigger

Step 3: Set trigger filters (We recommend the following parameters for your trigger)

Filter:

Enrolled program Is Specific Program (Entry Level Program)

AND

Referral count Greater than X

OR

Referral revenue Greater than or equal to X

Step 4: Choose an action

• Click on “Add action” button;

• Then, choose “Move superfiliate” trigger and select the new Program you'd like to move them to

Step 5: Choose an action

• Click on “Add action” button;

• Then, choose “Send Email” trigger and type out an email congratulating your Superfiliate on making it to the next stage of your partnership!