{"id":176,"date":"2021-11-10T10:59:05","date_gmt":"2021-11-10T10:59:05","guid":{"rendered":"https:\/\/theatlass.com\/resources\/?post_type=docs&#038;p=176"},"modified":"2021-11-10T11:10:10","modified_gmt":"2021-11-10T11:10:10","slug":"set-up-automations","status":"publish","type":"docs","link":"https:\/\/theatlass.com\/resources\/docs\/set-up-automations\/","title":{"rendered":"Set up automations"},"content":{"rendered":"\n<p><strong>Automations<\/strong> are steps that track the position of a customer in a funnel. They work similarly to IFTTT rules ( If This Then That ). <\/p>\n\n\n\n<p>First, go to Setup -> Automations and create a new automation:<\/p>\n\n\n\n<ul><li>First, we set up a word or phrase to be identified in the link <\/li><li>Then, we set up Name and tag we want it applied to the lead that reach that URL link<\/li><li>If the URL link has that phrase within, the lead will be applied the set tag<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"1005\" src=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-1024x1005.jpg\" alt=\"\" class=\"wp-image-178\" srcset=\"https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-1024x1005.jpg 1024w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-300x294.jpg 300w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion-768x754.jpg 768w, https:\/\/theatlass.com\/resources\/wp-content\/uploads\/2021\/11\/automation_conversion.jpg 1512w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<div class=\"wp-block-lazyblock-bootstrap-alert lazyblock-bootstrap-alert-26IEve\"><div class=\"alert alert-info \" role=\"alert\">\n    Automations are best used for conversions such as sales call bookings, webinar signups, registrations etc.\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Automations are steps that track the position of a customer in a funnel. They work similarly to IFTTT rules ( If This Then That ). First, go to Setup -> Automations and create a new automation: First, we set up a word or phrase to be identified in the link Then, we set up Name [&hellip;]<\/p>\n","protected":false},"featured_media":0,"menu_order":2,"template":"","meta":[],"_links":{"self":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/docs\/176"}],"collection":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/types\/docs"}],"wp:attachment":[{"href":"https:\/\/theatlass.com\/resources\/wp-json\/wp\/v2\/media?parent=176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}