Welcome to Part 3 of the Automation Formula. In this section we will use the activity process we created in Part 2 and setup an appointment result automation as well as setup an automation for a lead capture.
If you need to revisit Part 1 you can do that here.
If you need to revisit Part 2 you can do that here.
Starting with the Admin Page. Navigate to the header Automation Rules. Click the link for Appointment Rules.
If this is your first time here, there will be no information showing. This is fine.
Click the Add Activity Process for an Appointment Result button.
Notice now you have drop down boxes under the named columns. For the appointment result, click the drop down and select Pending from the list. (If you do not have that as an option, or if its inactive you can make it active or edit your appointment results by following the following tutorial on: Editable Drop down Lists).
The next drop down box, Result Reason, leave it set to Any. I recommend this to be the default setting for all your appointment rules, but you are welcome to explore that at a later date.
Lastly, add in the Activity Process Example that we created in Part 2, from the Add Activity Process drop down. Once you have all those selected, it should look like this.
Click Save to commit changes.
What we have now told MarketSharp is that if we add an appointment and we result that appointment as pending to have the Activity Process Example send our contact an email. Let's test it out. Locate the your testing contact record.
Click on the section for Inquiries and Appointments and add a new appointment. If you do not have an inquiry here already, you will have to add one first.
Put any date in the Appointment Date/Time section and give it a time. Next, go ahead and choose Pending from the Appt Result drop down.
You will now notice another window that will pop-up. You will see the Activity Process Example activity process inside the window, with your name assigned. This is the automation working. Only thing that needs to be done is for you to add in a date and time in the Send Date box and click save. The client will receive the email on that date and time.
The last thing I will show you is how to add this activity process to a lead capture.
(If you have never created a custom lead capture for something like your Company Website, we have a tutorial on that here: Custom Lead Capture).
On the Admin Page look for the header of Lead Capture Setup and click the link for Custom Lead Capture.
On the Custom Lead Capture Maintenance page, locate the lead capture you wish to add this activity process to and then click the blue pencil to edit this lead capture.
On the Edit Lead Capture screen, click the drop down next to the field that says Attach the Following Activity Process to Lead. Select the Activity Process Example from the drop down and then scroll to the bottom and click Save.
Congratulations! You now have a greater understanding of the Automation Process and the Automation Formula. Through this Master Course, you have been shown how to edit and create email and text templates. How to create an activity process and then how to automate them either with a lead capture or with an appointment automation rule.