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Automations How would you use the Automations in your workflows?

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Posts: 18
Topic starter
Joined: 4 years ago

Hi, my name is Yue and I am a product designer at Vendasta. In this coming quarter, my team is going to work on Automations in Partner Center. We hope it can help with completing repetitive marketing tasks designed to nurture sales leads, personalize marketing messages and content so it can save your time and effort.

Some examples would be:

1. For prospects who click a link on a specific email campaign, I want to automatically assign them to my sales rep and put them on a followup campaign.

2. If my clients self signup Business Center, I want to automatically activate product A, B and C.

I would like to understand how would you use the Automations in your workflow? What are your top use cases for Automations? This would help us prioritize what Triggers and Actions to build first.