As described in this article How to Automate Your Pipeline Columns? there is a limited list of conditions available for creating appropriate triggers. These conditions are designed to help you trigger automation based on certain criteria or actions related to your accounts or contacts.
Here's a brief explanation of each condition:
- Account Directly Communicated: You can automate your pipeline columns based on whether there has been direct communication with an account. This could include 1-1 emails, calls, or texts.
- Contact Directly Communicated: Similar to the above, this condition focuses on direct communication with individual contacts within an account.
- Last Booking Status: This condition allows you to trigger automation based on the last status of a booking. For example, you could automate actions when a booking status changes to "Confirmed" or "Canceled." Only the status of the latest booking will be followed.
- Last Time Account Directly Communicated: This condition considers the last time there was direct communication with an account. You can set up automation triggers based on this time frame.
- Last Time Contact Directly Communicated: Similar to the previous condition, this one focuses on the last time there was direct communication with a specific contact.
- Mindbody Member: This condition may relate to membership status within a Mindbody integration. You can trigger automation based on whether the contact becomes a member.
- Number of Bookings: You can automate your pipeline columns based on the number of bookings associated with an account or contact. For example, you can set an automation for column 'Lead Booked' or 'Appointment Booked' and add this condition to bring into it all leads who made first-time bookings or did schedule their first-class.
- POW Member: Similar to "Mindbody Member," this condition likely relates to membership status within POW integration.
- Text Unsubscribed: You can trigger automation based on whether an account or contact has unsubscribed from receiving text messages.
- Type: This condition could refer to the type of contact, such as LEADS. You can automate your pipeline columns based on this type of entity.
Keep in mind that only Mindbody and POW integrations fields such as Member and New Class Scheduled are added to the list of conditions.
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