Hello and welcome back!


In this video, I'm going to be walking you through creating an automation that fires when a tag gets added to a contact. I'm going to walk you through the process of building this from scratch.


This one is going to be a lot trickier than the previous expamples.


Let's dive in.


SCENARIO

Let's pretend that I want to message all of my contacts about a spring promotion going on in my business. The problem is that some people have already purchased the spring promotion. If they have already bought our spring promotion, I want to present them with our summer offer. I want to have a lot of follow-up for both groups of people, but a little more for people who haven't purchased the spring promo. I also don't want to come across as annoying, or text people outside of business hours.


To start, the first thing we need to create is our automation sentence.


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


AUTOMATION SENTENCE

When the tag "Spring Promotion" gets added to a contact, I want to check if it's between 9am - 5pm. If it is between 9am - 5pm,  I want to check if they have the tag "Already Purchased Spring Promo" added. If they have the tag "Already Purchased Spring Promo" added I want to send them an automated text message saying "Hi (NAME), would you like to take advantage of our SUMMER offer?". Then I want to send them a reminder the next day and say "Hi (NAME), are you interested?". However, if they don't have the tag "Already Purchased Spring Promo" added, I want to send them a text message saying "Hi (NAME), would you like to buy our SPRING offer?", then, I want to wait 1 day and send them another text message saying "Hi (NAME) are you interested in our SPRING offer?". Last, I want to send them a message a day after their last message saying "Hi (NAME), did you see my last message?". If it is NOT between 9AM - 5PM, I want to wait until it is 9am - 5pm before I send them all of the things I wrote above.


SPECIFICATIONS

I only want people to receive this automation the first time they get tagged "Spring Promotion"


In order to avoid being perceived as annoying, I also would like the automation to stop sending them automated messages as soon as they reply to any of the messages.


I said this was going to be tricky!!!


Let's begin building this.


NAME THE AUTOMATION

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


We're going to name this automation "Spring Promotion", then I need to click save.


TRIGGER

Next, we start by adding 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 gets tagged, I'm going to pick the "Contact tag added" trigger.


Now, I need to specify which tag is going to cause the automation to start when submitted. If I don't pick the tag, then this automation will fire anytime anyone gets tagged with ANY tag, 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 the tag "Spring Promotion" I created ahead of time.


You can create the tag right here from this menu as well, if you haven't created the tag already. You can also see all your tags in your StudioHub settings, under tags.



ACTION STEPS


Now let's add the action steps.


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


  • If / Else - Checking if it's between 9am - 5pm. Change the name of the action step to: "Is it between 9am - 5pm?", and change the branch names to "yes" and "no"
  • Under the YES (It is between 9am - 5pm)
    • Add another If / Else. Check if contact has the tag "Already Purchased Spring Promo" added. Name the action step "Have they already bought the spring promo?" Change the branches to "yes" and "no"
    • Under "Yes" branch (They already bought spring promo)
      • Send SMS - "Hi (NAME), would you like to take advantage of our SUMMER offer?"
      • Wait 1 day
      • Send SMS - "Hi (NAME), are you interested?"
    • Under "No" branch (They haven't bought the spring promo)
      • Send SMS - "Hi (NAME), would you like to buy our SPRING offer?"
      • Wait 1 day
      • Send SMS - "Hi (NAME), are you interested?"
      • Send SMS - "Hi (NAME), did you see my last message?"
  • Under the NO branch (It is NOT between 9am - 5pm)
    • Wait 1 minute until it is between 9am - 5pm
    • Add a "Go to" action step - go to the "If / Else" step that checks if they are tagged the right way



SETTINGS

I mentioned at the beginning of the video that I only want people to receive this promotion the first time they get tagged "Spring Promotion". This means that I have to turn OFF the "Allow re-entry" feature, so that if someone gets accidentally tagged a second time, they don't receive the automation.


I mentioned at the beginning of this video that I don't want to come across as annoying. So I would like the automation to stop sending them automated messages as soon as they reply to any of the messages.


This means that I need to turn ON the "Stop on response" feature. This means that if anyone replies to any of the messages in the automation, the automation will stop.


Also, because inside the automation already checks to see if the time is 9am - 5pm, I'm not going to touch timing settings. I did this on purpose to show you that there are many ways to do the same thing in the automation builder. Sometimes doing something one way is better than than another, so I wanted to show you both options for how to check for the time. You could have also turned the timing checker of the automation here, and chosen to only fire the automation if it's between 9am - 5pm. Although it's easier to do it here, depending on what you're building, sometimes is better to do it the way I showed you in the automation today by using the "IF / Else" time checker.



LAST STEP

Turn the automation on.

Save the workflow.




CONCLUSION

AND.... DONE!


That's it! This automation will fire anytime someone gets tagged with the specific tag we chose, then it sends them automated messages based on all the conditions we set up!


Because of the way we built the automation, the automation will not fire if it's outside of business hours. The automation will also stop if they reply to any of the messages.


That concludes this automation example.


Let's go to the next one.


See you in the next video!