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Automations Overview
Automations Overview

An guide to using automations within Eagle

Justin Tilley avatar
Written by Justin Tilley
Updated over a week ago

With automation, you can schedule a sequence of emails, SMS messages, and other tasks that are triggered by a specific date, event, or activity. By utilising the Automation feature in Eagle Software, you can simplify your recurring communications and ensure that your contacts receive timely and appropriate messages.

To Find Existing Automations

  • On the left menu bar, click "Automations".

  • You will see three tabs, "All", "Enabled" and "Disabled"

  • On the "All" tab, this is where you'll find a list of all of the automations that are ON and OFF in your account.

  • On the "Enabled" tab, you'll find all of the automations that are currently turned ON

  • On the "Disabled" tab, you'll find all the automations that are currently turned OFF

  • If you want to either turn ON or OFF an automation, under the status column, click the Enabled/Disabled toggle with Enable being turned ON or Disabled being turned OFF it.

To Create A New Automation

After clicking the "Add New Automation" button, you will be prompted to name the automation. Make sure to use a name that accurately reflects the purpose of the automation. For example, you could name an email sent on the anniversary of a purchaser's settlement date "Purchaser Anniversary."

Set a trigger

When creating an automation, you have the option to add a trigger that will automatically start the automation when a specific event occurs, such as the creation of a new contact. However, if you prefer to manually start the automation, simply do not add a trigger.

Add a new step

In Eagle, a "step" refers to a specific action or set of actions that are performed as part of an automation. A step can include tasks such as sending an email, assigning a contact, updating a field in a record, creating a task and so on...

Steps are organised in a sequential order to create a series of actions that make up the automation. Each step in the sequence is executed in order, and the automation proceeds to the next step only when the previous step is completed.

Steps provide a way to create complex and customisable automations that can streamline your processes. By breaking down the automation into individual steps, you can create a precise series of actions that can be tailored to your specific needs and goals.

Add a "wait" rule

To introduce a delay before the next step is taken, simply click "Add a new step" and choose "WAIT" under the General menu. You have the flexibility to set the duration of the delay in terms of hours, days, minutes, or even months.

Add a subsequent automation

When a particular event takes place, you can automate the initiation of another automation process. To achieve this, click on "Add new step" and choose "Start an automation" from the General menu. Next, select the automation you wish to run as a subsequent step to the current automation.

As an example, you want to "Start the vendor automation IF an appraisal is won"

Firstly, click on the "add new step" option, then choose "IF" from under the General menu.

Once you do that, a drop-down menu will appear where you need to select "The appraisal status" and click "Won".

After selecting the appropriate options, remember to save your work.

Secondly, click "Add a new step" then select "Start an automation" from under the General menu. A dropdown box will appear asking which automation you would like to be the subsequent automation run if an appraisal is marked as "Won". The selected automation will be initiated and executed as a result.

Eagle Academy Course For Automations

For further guidance on automations, you can find a video course on Automations below.

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