How to create automation within Vumu?

Automation helps you eliminate unnecessary manual work and boost productivity. You just need to set up flows and triggered events so that tasks happen without you having to lift a finger. Automation features also assist you with customer retention by allowing you to schedule campaigns to fuel customer interactions. With automation, you can automatically send a personalized email whenever a deal is created or reaches a certain stage. This keeps your leads and prospects warm while you can focus on other high-priority sales activities.

To create automation within Vumu:

Step-01:
The automation will appear on the left panel of your dashboard under the "Personalization" button



Step-02:
Click on the "Automation" button from your left panel and you will be redirected to the automation page where you can create automation and set it according to your preferences. Click on the "Get Started" button to create an Automation



Step-03:
After that, you'll be redirected to a page where you can create the automation according to your preferences



Step-04:
You can rename your automation by clicking on the name of the automation



Step-05:
First, you must add the "Trigger" to start the automation. Right now, you can only select "Contacts" as a trigger. The rest of the triggers will be available soon



Step-06:
You will see a trigger will appear on the page



Step-07:
Now, you have to select an "Event" for your contact. Click on "Select an Event" from the right panel and choose "New Contact"



Step-08:
Then, the "new contact" will be added as a trigger and starts appearing in the trigger box on the left side



Step-09:
Click on the "Save" button to save your added trigger



Right now, you can add only one trigger, but in the future, you can add multiple triggers within one automation

To edit the trigger, click on the trigger box that is appearing on the left side of your screen

Step-10:
Once you have added the trigger, it's time to apply some conditions to it. Click on the "Add Condition" Button



Step-11:
The "Condition" box will start appearing on the left side of your screen



Step-12:
Now, you have to add conditions to your Automation. Click on the "Select option" to add the tag



Step-13:
Then, you have to select the condition that will satisfy your Automation's requirements. Click on the "Select option" button and choose any condition from the drop-down menu



Step-14:
In the end, you have to click on the "Select option" button to add the condition for your target audience. You can add your own condition and that will appear in the drop-down menu. It will appear in every new automation you made afterward



Step-15:
If you want to add another condition within the set you are in right now, then click on the "+ Add Condition" button



Step-16:
New condition options will appear on the right side of your screen



Step-17:
You can choose the "AND" or "OR" condition according to your preferences



Step-18:
Set the conditions for workflow by following step numbers 12, 13, and 14



Step-19:
When you define the workflow condition within the same set, it'll appear on the left side of your screen within the same condition box



Step-20:
If you want to create a condition in another set, click on the "+ Add new set" button



Step-21:
A new set of conditions will appear on the right side of your screen



Step-22:
You can choose the "AND" or "OR" condition according to your preferences



Step-23:
Set the conditions for workflow by following step numbers 12, 13, and 14



Step-24:
Now, the second set of your condition will appear in another box on the left side of your screen



Step-25:
You can delete any set by clicking on the "x (cancel)" button against the set



Step-26:
Click on the "Save" button to save the conditions for workflow automation



To edit the condition, click on the condition box that is appearing on the left side of your screen

Step-27:
Now, you have to add the actions to your Automation. Click on the "Add Action" button to continue



Step-28:
You can choose any action from the given options according to your preferences



Step-29:
Click on the "Email" button if you want to send an email to your target audience



Step-30:
The email editor modal will appear after clicking on the "Email" button. You can add "Subject" and write in the "Email body"



Step-31:
You can do formatting with the text by using the options from the toolbar in the Email Editor



Step-32:
If you want to insert a link within your email body, then click on the "insert" button



Step-33:
If you want to record something, you click on the "Start Recording" button



Step-34:
After hitting the ‘Start Recording’ button, a modal will appear and you can choose any recording option from the displayed modal



Step-35:
Choose the ‘screen’ option and hit the ‘start recording’ button to record your screen



Step-36:
If you want to record your own video, choose ‘webcam’ and click the ‘start recording’ button to record a video



Step-37:
To record a screen and yourself, go with the ‘webcam+screen’ option and click on ‘start recording’



Step-38:
If you want to share any personalized image/Landing page, click on "Open Projects"



Step-39:
A modal will appear and you can use any video from your dashboard from the "Dashboard Video" section



Step-40:
To choose a personalized landing page, go to the "Personalized Landing Page" section



Step-41:
To choose a personalized image, go to the "Personalized Image" section



Step-42:
Hit the "Save" button to save your Email



Step-43:
The "Action" box with "Send Email" as action will appear on the left side of your screen. click on the "Save" button to save your changes



To edit the email, click on the email box that is appearing on the left side of your screen, or if you want to edit your Email before saving, click on the "pencil" Icon that is appearing at the corner of the email box in the right panel

Step-44:
If you want to set "SMS" as your Action and want to delete the "Email" action box, then hover your cursor over the "Action" box and click on the "delete" icon



Step-45:
A "delete" modal will appear. Mark the "Yes, I want to delete" checkbox and click on the "Delete" button



Step-46:
To set the SMS as your action, click on the "SMS" button



Step-47:
SMS modal will appear. Add your text in the given field and click on the "Save" button



Step-48:
The "Action" box with "Send SMS" as action will appear on the left side of your screen. Click on the "Save" button to save the changes



To edit the SMS, click on the SMS box that is appearing on the left side of your screen, or if you want to edit your SMS before saving, click on the "pencil" Icon that is appearing at the corner of the email box in the right panel

Step-49:
If you want to set "Wait" as your Action and want to delete the "SMS" action box, then hover your cursor over the "Action" box and click on the "delete" icon



Step-50:
A "delete" modal will appear. Mark the "Yes, I want to delete" checkbox and click on the "Delete" button



Step-51:
To set wait as your action, click on the "Wait" button



Step-52:
Now, you have to select the delay option. Click on the "select option" and choose any option from the drop-down menu



Step-53:
After setting the delay option, now you have to select an option for "After". Click on the "select option" button and choose the option according to your requirement



Step-54:
To choose the time, click on the "select option" and choose a specific time from the drop-down menu



Step-55:
The "Action" box with "wait" as action will appear on the left side of your screen. Click on the "Save" button to save the changes



To edit the Wait, click on the Wait box that is appearing on the left side of your screen

Step-56:
After that, click on the "Add Action" button again



Step-57:
Now, you have to add an action on whether you want to send an Email or SMS after the wait time period is over. Follow the above-mentioned steps to send an Email/SMS



Step-58:
When you set "Email" or "SMS" action, click on the "Save" button



Step-59:
The action box will appear on the left side of your screen



Step-60:
After adding a trigger, condition, and action to your workflow automation, click on the "Save Automation" button. If you do not click on the "save automation" button before going back to your Workflow Automation dashboard, you'll lose all your progress



Step-61:
To activate your Automation, click on the "Pause" toggle to make it live



Step-62:
To go back to your "Workflow Automation" dashboard, click on the "automation" breadcrumb



Step-63:
On the workflow automation dashboard, you can see each automation you've saved



Step-64:
To edit your automation, hover your cursor over the "3 dots menu" button on the automation and click on "Edit" from the drop-down menu



Step-65:
If you want to delete your live automation, you have to open the specific automation you want to delete by clicking on the "Edit" button. Click on the "live" toggle to pause your automation



Step-66:
After clicking on the toggle, a modal will appear. Mark the "Yes, I want to deactivate" checkbox and click on the "Deactivate" button



Step-67:
Once the Automation is deactivated, go back to the "workflow automation" dashboard and choose the "Delete" option from the 3 dots menu button



Step-68:
When you click on the "delete" button, a modal will appear. Mark the "Yes, I want to delete" checkbox and click on the "Delete" button



Step-69:
If you want to create a new automation, click on the "New Automation" button and follow all the above-mentioned steps again

Was this article helpful?
Cancel
Thank you!