Hello and welcome back!


In this video, I'm going to be walking you through the first example of creating an automation from scratch in StudioHub.


As I mentioned in the previous video, I'm going to keep it simple for this first one.


SCENARIO

Here's the scenario we want to automate. Let's pretend that I have a form on my website that says "Send us a message". I want to send people an email and a text letting them know we've received their inquiry as soon as they submit the form.


To start, the first thing you need to do is have an idea of what you want to automate.


Ideally, you want to know what you want to build before you start building.


One of the ways you can do that is to write out your automation sentence.


Remember it from early on in this training?


"When _____ happens, then do ______"?


Here's what I came up with for this example:



AUTOMATION SENTENCE

When a contact submits a form, send them an automated email to say we've received their request; then wait 1 minute and send them a text message saying we've received their request.


SPECIFICATIONS

I want people to receive the same messages every time they submit this form.


I also don't care if people fill out this form in the middle of the night. I still want them to receive the messages right away.


NAME THE AUTOMATION

The first thing we need to do is name the automation.


We're going to name this automation: "Send us a message" form submitted. Then, I need to click save.


TRIGGER

Next, we add the trigger that causes the automation to start.


Because in my automation sentence, I specify that I want the automation to start when a contact submits a form, I'm going to pick the "Form submitted" trigger.


Now, I need to specify which form is going to cause the automation to start when submitted. If I don't pick the form, then this automation will fire anytime anyone submits ANY form, which wouldn't be good.


This is why you want to be careful when creating automations. It is super easy to pick the wrong thing and break things.



I'm going to pick a random form I created. 


If you want to learn how to create a form, there's another training that walks you through how to create StudioHub forms. I would recommend watching that one after you finish watching this training if you haven't done so already.

I'll add the link to that training below this video: https://getmorestudents.freshdesk.com/support/solutions/73000350712


ACTION STEPS


Now let's add the action steps.


Make sure that you save each step as you start building.


  • Send an email
  • Wait
  • Send SMS



SETTINGS

I mentioned at the beginning of this video that I want people to receive the automated messages every time they submit the form, which means that I have to keep "allow re-entry" turned on.


Also, I'm not going to touch timing settings because I want people to receive the automated messages, even if they fill out the form in the middle of the night.



LAST STEP

Turn the automation on.

Save the workflow.




CONCLUSION

AND.... DONE!


That's it! This automation will fire anytime someone submits the specific form I chose, and it will send them the messages I pre-programmed here.


If they fill out the form multiple times, they will get the messages multiple times. They will also get the messages right away, regardless of the time of the day they submit the form!


That concludes this automation example.


Let's go to the next one.


See you in the next video!