WEBVTT 1 00:00:00.759 --> 00:00:06.137 Hello. This is Sophie from Supplier. And in this video, we will try to create a new automation 2 00:00:06.596 --> 00:00:08.895 to show some of the most useful features 3 00:00:09.424 --> 00:00:10.244 in the automation. 4 00:00:10.944 --> 00:00:16.921 So to find your automations, you go to marketing and click on automations down here. 5 00:00:17.199 --> 00:00:21.538 And from here, you can create a new 1 from scratch by clicking on this blue button. 6 00:00:22.637 --> 00:00:26.715 The first thing we need to choose is what object type we want. 7 00:00:27.114 --> 00:00:29.253 We can choose to fire the automation 8 00:00:29.913 --> 00:00:30.413 depending 9 00:00:30.752 --> 00:00:33.351 on a certain action our customers take. 10 00:00:33.351 --> 00:00:39.548 Maybe they subscribe to a list maybe they purchase a product, they sign up for an event, fill out a worksheet. 11 00:00:40.207 --> 00:00:47.653 If you're not 100 percent sure what your automation should be based on, I would recommend that you choose this 1 flexible. 12 00:00:48.353 --> 00:00:52.811 By picking flexible, you make sure that all triggers are going to work for your automation. 13 00:00:54.229 --> 00:00:57.568 Here on the right side, I'm just going to give this name. 14 00:00:57.588 --> 00:01:02.525 And for this example, I'm going to create an automation that will give access 15 00:01:02.905 --> 00:01:05.874 to course module. So I will call this 16 00:01:06.853 --> 00:01:07.793 online course 17 00:01:08.732 --> 00:01:09.232 module 18 00:01:09.971 --> 00:01:10.471 release. 19 00:01:11.251 --> 00:01:11.751 Okay. 20 00:01:13.099 --> 00:01:19.796 And now the automation has been created and we are currently inside of the automation and we can start building it. 21 00:01:20.256 --> 00:01:21.995 So in this example, 22 00:01:23.024 --> 00:01:24.444 As I said, I want 23 00:01:25.023 --> 00:01:26.363 to release modules 24 00:01:26.702 --> 00:01:30.001 to people who sign up for my course, people who purchase my course. 25 00:01:30.341 --> 00:01:33.279 So In this case, I will add a trigger, 26 00:01:34.938 --> 00:01:38.556 and I will save this upbeat type. I will choose product. 27 00:01:39.324 --> 00:01:40.843 And I will choose this 1. 28 00:01:40.843 --> 00:01:48.100 When somebody is activated as a participant for the first time and then I will just make sure to pick the right product down here 29 00:01:48.449 --> 00:01:50.948 It is this 1 online course Fit for Fight. 30 00:01:51.848 --> 00:01:54.347 So I'm picking this 1 and I'm saving changes. 31 00:01:54.966 --> 00:01:58.074 And now we can see that we have our first trigger for this automation. 32 00:01:58.974 --> 00:02:04.591 Now for the first step in this automation, I want to send people an email welcoming them on the course. 33 00:02:05.011 --> 00:02:06.710 So I'm going to add a step. 34 00:02:08.179 --> 00:02:09.199 And it 35 00:02:10.218 --> 00:02:13.536 suggests me to send an email. This is exactly what I want to do. 36 00:02:13.536 --> 00:02:17.863 So I'm going to wipe my welcome email down here. Welcome, 37 00:02:18.362 --> 00:02:19.102 of course, 38 00:02:20.801 --> 00:02:21.301 module 39 00:02:22.121 --> 00:02:22.621 1, 40 00:02:23.080 --> 00:02:23.580 this 41 00:02:25.589 --> 00:02:26.769 ready here. 42 00:02:27.468 --> 00:02:28.368 Some details. 43 00:02:29.347 --> 00:02:32.885 And then once I'm done with this email, I saved the changes. 44 00:02:33.914 --> 00:02:36.293 And this is now the first step in my automation. 45 00:02:37.592 --> 00:02:42.529 Now if I want to give them access to a course and a course module, I will do it in this order. 46 00:02:42.529 --> 00:02:47.466 So first of all, I want to give them access to the membership site where my course is hosted. 47 00:02:48.166 --> 00:02:49.386 So I add a step. 48 00:02:51.244 --> 00:02:56.982 And then I choose action. And instead of sending out an email, I scroll down and find 49 00:02:57.641 --> 00:03:00.460 this 1 membership site. Give access to a site. 50 00:03:00.949 --> 00:03:06.367 And then I pick the membership site where my course is hosted and it's on this 1. 51 00:03:07.266 --> 00:03:08.366 Then I save changes. 52 00:03:10.854 --> 00:03:14.553 Then for the next step, I want to give them access to the course. 53 00:03:15.212 --> 00:03:16.312 I add a step. 54 00:03:17.691 --> 00:03:18.191 Action, 55 00:03:18.731 --> 00:03:19.390 do this. 56 00:03:20.619 --> 00:03:21.559 Scroll down. 57 00:03:22.338 --> 00:03:26.396 This time, we're looking at the course section. We give access to a course. 58 00:03:27.854 --> 00:03:32.432 And then I'm going in here and it is this course, online course, Fit for Fight. 59 00:03:32.772 --> 00:03:35.191 That is the same name as my product. 60 00:03:36.250 --> 00:03:37.070 Save changes. 61 00:03:38.399 --> 00:03:43.737 And now the final thing I want to give the maxes to is the first module within this course. 62 00:03:44.076 --> 00:03:46.096 For this course, I set all my 63 00:03:47.184 --> 00:03:49.843 modules to DRIP. I can just show you 64 00:03:50.463 --> 00:03:53.841 in here. If I go here and I say manage course, 65 00:03:54.529 --> 00:03:57.848 we can see that all my modules are set to drip right now. 66 00:03:57.848 --> 00:04:01.346 And once they set to drip, I can give access through an automation. 67 00:04:02.814 --> 00:04:04.954 So I go back here, I add a step. 68 00:04:06.732 --> 00:04:08.072 I still select 69 00:04:08.532 --> 00:04:09.032 action. 70 00:04:09.739 --> 00:04:11.359 Scroll down and find 71 00:04:11.698 --> 00:04:12.198 courses. 72 00:04:12.898 --> 00:04:15.957 And this time I want to give access to a course module. 73 00:04:16.665 --> 00:04:18.024 And then I find it in here. 74 00:04:18.024 --> 00:04:23.561 First, I pick the course, and then I can find whatever module I want to get access to first. 75 00:04:24.209 --> 00:04:25.149 Module 1. 76 00:04:25.729 --> 00:04:26.509 Same changes. 77 00:04:27.368 --> 00:04:32.626 Okay. So this is a great start on my automation. People get an email. Welcome email. 78 00:04:32.645 --> 00:04:35.614 They get access to the site. Course, the first module. 79 00:04:35.994 --> 00:04:41.011 And then maybe after this, I want them to wait for a week before getting access to module 2. 80 00:04:41.591 --> 00:04:43.370 To do this, I add a step 81 00:04:44.369 --> 00:04:46.948 And then here in the top, instead of selecting 82 00:04:47.607 --> 00:04:50.666 an action step, I'm going to select a weight step. 83 00:04:51.384 --> 00:04:54.723 So I wait. I wanna wait for a while. I can put in a specific 84 00:04:55.102 --> 00:05:00.080 date here or I can choose to have them wait for a number of days or maybe even 85 00:05:00.439 --> 00:05:02.219 I can have them wait for a week. 86 00:05:02.638 --> 00:05:05.017 I can select if I want them to wait until 87 00:05:05.997 --> 00:05:07.776 a specific day of the week. 88 00:05:08.404 --> 00:05:16.820 In this case, I'm not going to do that, but I might just edit the time down here and say that I want them to get access at 08:00 in the morning. 89 00:05:17.129 --> 00:05:21.068 So I'm going to say right until it's at least 8AM 90 00:05:21.767 --> 00:05:23.546 and no later than 91 00:05:24.326 --> 00:05:24.826 8. 92 00:05:25.344 --> 00:05:27.024 Or 1AM. 93 00:05:27.024 --> 00:05:29.363 So this way, I know that they will get access 94 00:05:29.982 --> 00:05:31.721 get access and get the emails 95 00:05:32.181 --> 00:05:34.640 early in the morning or 08:00 this morning. 96 00:05:34.929 --> 00:05:39.068 So I saved the changes, and now I have my weight step down here. 97 00:05:40.087 --> 00:05:48.293 The next thing that should happen in my automation now would be for them to get access to module 2 and also get an email about their new module. 98 00:05:48.712 --> 00:05:50.372 So I add a new step. 99 00:05:52.271 --> 00:05:53.410 I select action 100 00:05:54.589 --> 00:05:57.848 Here, I scroll down until I find, 101 00:05:58.547 --> 00:06:00.207 give access to a course module. 102 00:06:01.106 --> 00:06:02.406 I select my course. 103 00:06:02.964 --> 00:06:04.424 My module 2, 104 00:06:05.683 --> 00:06:06.423 save changes, 105 00:06:07.002 --> 00:06:10.461 and then I also add a step where I write an email. 106 00:06:11.089 --> 00:06:12.469 So actions and email, 107 00:06:13.688 --> 00:06:14.668 new module 108 00:06:15.087 --> 00:06:15.587 based, 109 00:06:17.246 --> 00:06:19.904 module 2, this, maybe. 110 00:06:21.083 --> 00:06:25.701 And then I could maybe also link to the points here if I wanted to make it very easy for my customers. 111 00:06:26.559 --> 00:06:27.739 Then I save changes, 112 00:06:28.198 --> 00:06:32.536 and I can repeat these steps for module 3 and module 4. 113 00:06:33.196 --> 00:06:35.654 I can also copy steps So if I duplicate 114 00:06:36.154 --> 00:06:41.611 this weight step, then I can drag it down like this. I can always drag these steps around. 115 00:06:42.590 --> 00:06:43.930 And I can then add 116 00:06:44.269 --> 00:06:47.208 access to module 3 and new email, 117 00:06:47.668 --> 00:06:52.206 add another waiting step, and so on. Now you can do a lot of things with automation. 118 00:06:52.305 --> 00:06:53.725 These are some of the most 119 00:06:54.134 --> 00:06:55.114 useful features, 120 00:06:55.494 --> 00:06:58.233 but just to show you what else you can do in here. 121 00:06:59.412 --> 00:07:01.879 First, you have the options, select the stop. Step. 122 00:07:01.879 --> 00:07:05.818 So if you want people to stop after a certain step, you can add this. 123 00:07:06.717 --> 00:07:07.497 You can also 124 00:07:07.836 --> 00:07:09.016 make a go to step 125 00:07:09.584 --> 00:07:13.723 saying that once they hit a certain step, they should skip until another step. 126 00:07:14.102 --> 00:07:17.101 You can add this wait step. We always take a look at that. 127 00:07:17.101 --> 00:07:19.969 And then for actions, we have all of these 128 00:07:20.868 --> 00:07:23.867 actions available. So you can choose to add remove tags. 129 00:07:23.867 --> 00:07:26.566 You can subscribe or unsubscribe them from lists. 130 00:07:26.984 --> 00:07:31.682 You can have them purchase a product without paying, cancel existing purchase of a product. 131 00:07:31.982 --> 00:07:36.559 You can start another automation of stop pause, continue, and other automation. 132 00:07:37.178 --> 00:07:41.396 You can give access to certain things. That's what we did for this automation. 133 00:07:41.954 --> 00:07:44.693 You can also create deal in pipeline, issue credit, 134 00:07:45.233 --> 00:07:46.752 all of these things down here. 135 00:07:46.752 --> 00:07:51.929 These are not as common, but it's good to know that you can really do almost whatever you want with these automations. 136 00:07:52.748 --> 00:07:55.207 Now the final thing I want to show is 137 00:07:55.547 --> 00:07:56.047 conditions 138 00:07:56.426 --> 00:07:58.845 for steps. So you can choose to say, 139 00:08:01.134 --> 00:08:09.859 Let's say that I had a course that module 2 was a bonus module, and I only wanted certain people to give get access to this module. 140 00:08:10.358 --> 00:08:12.578 Then I can go and edit this step, 141 00:08:13.197 --> 00:08:15.525 and I can add a condition to this step. 142 00:08:15.564 --> 00:08:20.702 So I can say people should only go through this step if they meet some criteria. 143 00:08:21.442 --> 00:08:21.942 Maybe 144 00:08:22.601 --> 00:08:23.821 they should only 145 00:08:25.379 --> 00:08:34.764 go through this step if they have purchased a certain product, maybe if they purchased this product, then they are allowed to get access to module 2. 146 00:08:34.984 --> 00:08:38.342 And of course, only then they should also get this email. 147 00:08:38.342 --> 00:08:41.081 So I will add the same condition to this email 148 00:08:41.740 --> 00:08:45.299 saying that this email should have a condition 149 00:08:45.678 --> 00:08:47.577 that it should only be sent 150 00:08:48.197 --> 00:08:49.936 if people have purchased 151 00:08:50.344 --> 00:08:52.883 this product on any date, save changes. 152 00:08:53.983 --> 00:08:55.882 And this way, you can really have 153 00:08:56.621 --> 00:09:02.828 a big group of people on your automation, but still make differences in what content they receive access 154 00:09:03.208 --> 00:09:05.667 to and what emails they receive as well. 155 00:09:06.504 --> 00:09:09.443 So this was a little bit about automations in Sinclair. 156 00:09:09.503 --> 00:09:13.321 It's really 1 of our most useful tools, so I hope that you will 157 00:09:13.718 --> 00:09:16.897 take a look and create your own cool automations in here.