Manage Automation List

Introduction

Discover Automation Management: This guide explores how to effectively implement and utilize automation to enhance efficiency in your organization.

How to Manage Automation List?

• Search for the "Manage Automation" section in the Search Bar and Navigate to ‘Manage Automation’, or go to Marketing tab and then select "Manage Automation" in the left panel.
  Now, you will see an entire list of automation created for the institute.
• In the top right section, you will see 3 Options Search Bar, Filter & Create.
  1. Search: In this Option, you can search automation based on Automation ID Or based on automation name.
  2. Filter: From the filter option you can search the automation based on
  List Name - You can filter the automation based on the list on which automation is created.
  Created By - Automation can be segregated based on the owner who has started the automation (After start who has edited, paused, Deactivated or published these activities can be checked under the User activity section).
  Status- You can also filter based on the status of an automation.
  Automations are classified under 5 status i.e. Draft, Active, Pause, Deactivated and Completed
  Tags- Tags are for grouping similar types of automation under one tag for ex: while creating allocation automation all allocation automation should be tagged under "Allocate Lead" (Tags can be created) while creating the automation.
  Date Range: Date range filters work on the basis of automation creation date

• The list contains the following fields:
  ID: Every automation has a unique ID against it.
  Automation List Name: The name of the automation in accordance with what will be catered by the automation/ Role or purpose of automation.
  Parent List: The list LMS on which data, automation will work.
  Created On: The date when automation was created.
  Status: It defines the Current status of the automation.
  1. Active: Automation is running at catering the lead/Application set as per defined criteria & conditions.
  2. Draft: Automation is created but not yet published.
  3. Paused: This status is applicable only for "On lead Creation", "Lead/Application field Update" and "On Specific Date", the automation can be resumed but the action will be missed for the leads which were triggered at the pause time.
  4. Completed: Once the End date of automation is passed, the automation is marked completed.
  5. Deactivated: If you stop the automation before the automation end date then the status is marked in Deactivated.
  Start Date: The date from when the automation should start executing
  End Date: The date when the automation should stop.
  Tags: If automation is parked under any Tag (to group similar type of automation).
  
  
• There are 3 Dots after the tag against each automation with multiple options. Let's go through them & understand the functionality of each of the options.
  
  
  
  

Pause Automation: This option is to pause automation in case you do not want to cater for leads for some time.
Copy Automation: To duplicate the automation
De-activate: to stop an existing running automation
Start Automation: to Re-start the paused automation
Edit Automation: 
Automation can be edited either by clicking on the automation name or by clicking on the "Edit Automation" option.



View Performance: To see the overall performance of automation Job-wise.
You can view performance either by clicking on the node of an active automation or by clicking on the "View Performance" option.

Delete Automation

We have introduced a Delete Automation feature. Users must have the delete permission enabled to access this option. Once enabled, they will see an option to delete automations, allowing them to manage their listing view more efficiently.

Please note that once an automation is deleted, it cannot be restored.

Ways to Delete Automation

1. Single Select

• Users can delete one automation at a time.
• The automation must be in one of the following states: Paused, Stopped, Draft, or Completed.
• If the automation is not in a valid state, users will receive a popup notification.
• Upon selecting an automation for deletion, a right panel will open where users must confirm by typing: "Delete 1 Automation" 

2. Bulk Delete

• Users can delete up to 20 automations at once.
• To enable bulk delete, users must first filter by status (Paused, Stopped, Draft, or Completed).
• After selecting multiple automations, they can access the delete option via the three-dots in the header.
• Clicking delete will open the right panel, prompting confirmation by typing:
  "Delete 10 Automations" (with the count adjusting based on the number selected).

Meritto Marketing Automation = Student enrollments + Nurturing.