Find answers and general information quickly about the automations tool in Funnel.
Check out this video for a quick overview:
Can I set my automation to automatically expire or turn off?
No, the automation status will need to be deactivated manually from the automations dashboard to stop the automation. When an automation is deactivated, leads that meet the trigger conditions won’t be subscribed to the automation. Leads that are still in the automation will continue through the automation, however, actions will not be executed.
Learn more about how to deactivate your automation.
Will I be able to edit my automation once it’s active?
Yes, you’re able to edit an active automation at any time. Simply log into your Funnel account and navigate to More > Automations. Click on the name of the automation you wish to edit and then make your changes. Once you’re finished, click Publish in the top right corner of your screen.
Can I test my automation before publishing it?
Yes, you can set up a test version of your automation by adding a condition in the trigger card: Lead first name Test, Lead last name Automation. Complete an end to end test by creating a test lead of the same name and matching any other trigger card conditions.
Obviously, if there are time delays in your automation you will have to wait for those time delays to be met in order to experience the whole automation.
Once you are happy with your test automation remember to remove the Lead first and last name condition and then publish your automation.
Can automations enable the input of email replies from families into their lead activity?
Not right now, but it’s in our pipeline!
If you need a hand with Funnel Automations, contact Digistorm Support: email@example.com