{"id":4723,"date":"2020-05-26T18:29:38","date_gmt":"2020-05-26T16:29:38","guid":{"rendered":"https:\/\/www.touchdown.co\/?post_type=epkb_post_type_1&#038;p=4723"},"modified":"2020-09-24T15:53:17","modified_gmt":"2020-09-24T13:53:17","slug":"introduction-to-automation","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.touchdown.co\/help\/introduction-to-automation\/","title":{"rendered":"Introduction to Automation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"4723\" class=\"elementor elementor-4723\">\n\t\t\t\t\t\t<div class=\"elementor-inner\">\n\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-469b139 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"469b139\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0d4bf4a\" data-id=\"0d4bf4a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-675dc084 elementor-widget elementor-widget-text-editor\" data-id=\"675dc084\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>With Touchdown automation you can use automated and dynamic paths for your recipients and manage all leads and campaigns in one place, in your CRM.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5ef30fc9 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"5ef30fc9\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1e041a0f\" data-id=\"1e041a0f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6bdf949 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"6bdf949\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-43c0e5fb\" data-id=\"43c0e5fb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f3553a3 elementor-widget elementor-widget-text-editor\" data-id=\"f3553a3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>To create a new automation scenario:<\/p><ul><li>Go to <strong>Scenario\u00a0<\/strong>in Touchdown menu<\/li><li>Click on <strong>+ <\/strong>New<\/li><li>Enter <strong>Name<\/strong><\/li><li>Select a predefined scenario template or a custom scenario<\/li><\/ul><p><em><strong>Inside the scenario:<\/strong><\/em><\/p><ul><li>To begin, select one or more <strong>entry points<\/strong>:<ul><li>New member is added to your list<\/li><li>Member is removed from your list<\/li><li>Member&#8217;s date field is matched<\/li><li>Member is manually added to the scenario<\/li><li>Add all list members on scenario activation<ul><li>Learn more about <a href=\"\/help\/automation-entry-points-actions-conditions-triggers\/#Entrypoints\"><strong>Entry points here<\/strong><\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><p>\u00a0<\/p><p>You may send an email or SMS that is carried out by using action:<\/p><ul><li>To select an action click on <strong>Execute an action<\/strong>:<ul><li>Send Email<\/li><li>Send SMS<\/li><li>Add member to list<\/li><li>Remove member to list<ul><li>Learn more about <a href=\"\/help\/automation-entry-points-actions-conditions-triggers\/#Actions\"><strong>Action here<\/strong><\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><p>\u00a0<\/p><p>You may wait until your recipient interacts with the email and wait for a specific trigger that would start next communication, for example, and this is done through triggers:<\/p><ul><li>To put the participants on hold until a specific action is carried click on <strong>Put on hold until trigger<\/strong>:<ul><li>Email interaction<\/li><li>SMS interaction<\/li><li>Timer<\/li><li>Specific time and date<\/li><li>Hours and days<\/li><li>Manual proceed<\/li><\/ul><\/li><\/ul><p>Learn more about <a href=\"\/help\/automation-entry-points-actions-conditions-triggers\/#Triggers\"><strong>Triggers here<\/strong><\/a><\/p><p>\u00a0<\/p><p>You may want to wait until a certain condition has to be met, for example, they have to live in London, and this is done through conditions:<\/p><ul><li>To select a condition click on <strong>Check a condition<\/strong>:<ul><li>Field value<\/li><li>List member<\/li><\/ul><\/li><\/ul><p>Learn more about <a href=\"\/help\/automation-entry-points-actions-conditions-triggers\/#Conditions\"><strong>Conditions here<\/strong><\/a><\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-471d0b8 elementor-widget elementor-widget-heading\" data-id=\"471d0b8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Good practises<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b725c2a elementor-widget elementor-widget-text-editor\" data-id=\"b725c2a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>You may want to perform certain practices which may increase your success, among others try to:<\/p><ul><li>Integrate marketing automation with your inbound marketing strategy<\/li><li>Send personalised content to your target audience<\/li><li>Set up customer engagement campaigns so that you can keep ongoing communication and interact<\/li><li>Set up lead engagement campaigns to keep ongoing communication<\/li><\/ul>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3d7f798 elementor-widget elementor-widget-heading\" data-id=\"3d7f798\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Bad practises<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1419ef7 elementor-widget elementor-widget-text-editor\" data-id=\"1419ef7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-text-editor elementor-clearfix\">\n\t\t\t\t<p>You also may want to stay away which may decrease your success, among others:<\/p><ul><li>Don&#8217;t just automate your current process without revisiting your goals<\/li><li>Don&#8217;t just blast or broadcast general messages but personalise the messages<\/li><li>Don&#8217;t forget about your customers<\/li><li>Don&#8217;t forget about your leads<\/li><\/ul>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-8f3aede\" data-id=\"8f3aede\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e766882 elementor-widget elementor-widget-image\" data-id=\"e766882\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-image\">\n\t\t\t\t\t\t\t\t\t\t\t\t<img width=\"1720\" height=\"836\" src=\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2020\/05\/automation.gif\" class=\"attachment-full size-full\" alt=\"automation\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>With Touchdown automation you can use automated and dynamic paths for your recipients and manage all leads and campaigns in one place, in your CRM. To create a new automation scenario: Go to Scenario\u00a0in Touchdown menu Click on + New Enter Name Select a predefined scenario template or a custom scenario Inside the scenario: To [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"epkb_post_type_1_category":[121],"epkb_post_type_1_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introduction to Automation - Touchdown<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.touchdown.co\/#organization\",\"name\":\"Touchdown\",\"url\":\"https:\/\/www.touchdown.co\/\",\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/touchdown-co\",\"https:\/\/www.youtube.com\/channel\/UCJ4G2WGDv8p9oNR1YHNBMvQ\",\"https:\/\/www.facebook.com\/touchdown.marketing\/\",\"https:\/\/twitter.com\/touchdown_co\"],\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.touchdown.co\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2019\/07\/logo.png\",\"contentUrl\":\"https:\/\/www.touchdown.co\/wp-content\/uploads\/2019\/07\/logo.png\",\"width\":300,\"height\":300,\"caption\":\"Touchdown\"},\"image\":{\"@id\":\"https:\/\/www.touchdown.co\/#\/schema\/logo\/image\/\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.touchdown.co\/#website\",\"url\":\"https:\/\/www.touchdown.co\/\",\"name\":\"Touchdown\",\"description\":\"Marketing Suite for Microsoft Dynamics 365 &amp; 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