🕹️ Features

Automation allows you to take action on your Segment at scale and with high levels of sophistication. For example, automatically identify your power users and add them to an Outreach sequence.

🤖 Creating an Automation

Before creating automation, you must first set up the destinations with which you want to create actions. Here are the destinations we currently support:

  1. There are two ways to start creating automation. Either directly inside a ‘Segment view’ or through the ‘Automations Overview’ that can be accessed via the side menu bar.

    1. From the Segment view, click on ‘Automate’ at the top right-hand corner.
    2. From the ‘Automations Overview’, click on ‘create automation’

  2. Name your automation and select/adjust the segment you want the automation to apply to.

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  3. Define the trigger for when the automation should fire.

    1. There are 3 types of triggers.

      1. Enter (when a lead becomes part of the sub-segment)
      2. Stay in (when a lead stays in a sub-segment for a certain duration)
      3. Exit (when a lead is no longer a part of the sub-segment)

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  4. Set the enrollment settings.

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  5. Click ‘Continue’ to configure ‘actions’

  6. Select your desired actions.

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  7. Go through the steps to configure your specific action.

    1. More than one action can be configured per automation

  8. Click ‘Continue’ to review your automation.

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  9. Click ‘Done’ to set the automation to ‘live’.

🎉 That’s it!

❓ FAQs