Automations are the most powerful tool in Lawmatics' toolbox. There are two pieces to an automation: triggers and actions. Triggers are what causes someone to enter into an automation. All you need to know about triggers can be found here.
There are many actions that you can access within an automation. This article will break down each one of those actions. Each action will bring up a configuration panel on the right of the screen in order to setup each action.
This action will cause a custom email to be sent to the target (the person going through the workflow). Emails can be built in our custom email builder. Simply chose the email you want to have sent and this action will automatically send it!
This action allows you to automatically add an event to the calendar.
1. Enter the name of the appointment
2. Specify the length of period after now, when the event is going to be created, that would like to have the event scheduled. For example, 5 days after this action is fired, whenever that might be.
3. Enter a start and end time for the event. This is not needed if it is an all day event.
4. Enter a description of the event.
5. Select whether this is an all day event.
This action allows you to automatically create a task at any point in an automation.
1. Enter the name of the task.
2. Specify how long after now, the moment the task is being created, you would like to set the due date of the task. For example, 5 days after this action is fired, whenever that might be.
3. Enter a description(optional) for the task.
One of the most powerful actions for a marketing automation platform is the ability to have a delay action. This will allow you to 'pause' the automation and wait to execute the next action for the specified time.
Simply enter the number that corresponds to the length of the delay in the first field and then select the unit of measure, i.e. days, weeks, months, from the drop down field.
ADD IF CONDITION
The add if condition action allows you to create a split based on any criteria you would like. The options that are available for use when building an if condition are the exact same options that are available when setting the automation entry triggers. Once you have an if condition in place your automation will be split into two tracks. One for a 'yes' response to the if condition and one for a 'no' response to the if condition.
This action allows you to send any of your custom forms to the target of the automation. Simply choose the form that you wish to send from the right hand details panel and your form will automatically be sent via email when this action comes up.
One of the more popular actions, this action lets you send a text message to the automation target automatically. Simple enter the message that you would like to send in the configuration panel on the right of the screen and the message will be sent to the target so long as a cell phone number is listed as the primary phone number on the record.
Lawmatics lets you send a document for e-signature as an automated action. There are several items that need to be configured when sending a document for e-signature via automation.
1. Choose a Template: Select the e-signature template that you would like to send
2. Document Name: You can chose to give the document a specific name. It will default to the name of the template that you are sending.
3. Deadline: Choose a deadline for the document to be signed.
4. Signature Requester: This allows you to select which firm user should be the person requesting the signature. The name of this person will appear in the email to the automation target indicating they are requesting signature.
5. This allows you to automatically assign the target of the automation to the contact based signer role. This would, in most cases, be the lead that needs to sign the document.
6. This dropdown will be labeled with whatever you have labeled the signer role as. In this example, we added a field for the lawyer to sign and we called that role 'Lawyer'. Since this is a firm signer, it will only allow us to select from a list of firm users.
7. Email Notification: This allows you set the subject and body of the email that will be sent to the target of the automation instructing them that they have a document to sign.
This action allows you to automatically send a file request template to the target in order to capture whatever files you need.
1. File Request Template: Select the file request template you would like to send
2. Request Name: Chose a name for the request. This will be included in what is sent to the target. This will default to the name of the template being used.
3. Check this box if the target of the automation is the person who should receive the file request email. Almost every time this will need to be checked.
4. Check this box if you would like to give the person the option to upload additional files beyond the files that are specifically described in the file request.
5. Fill out the details of the email that will be sent out containing the link to the file request upload page.