Using the advanced automation builder
Advanced automations are simply a series of connected goals and sequences. Goals are placed before or after a sequence. Once connected, a goal will stop sequences on the left (unless programmed not to) and start sequences on the right. In this way, a goal can perform multiple functions:
Figure 8.1 – Connected elements in an automation
Figure 8.1 shows an example of advanced automation with several goals and sequences and shows how they are connected. One of the most agile features of advanced automations is the ability to create a “one-to-many” scenario. In this example, there’s one sequence with many outcomes or goals. We had one appointment with a potential client and there are many possible outcomes:
- They were a no-show
- They showed up and purchased
- They showed up but it wasn’t a good fit
- They showed up but didn’t buy and we need to send a follow-up offer...
