Automations

Created on:
Updated on:

If you want people to receive an email when they donate, be added to a workflow when they're added to a specific team, or do any work you normally do manually, you can set up an automation to do that work for you!

Create Automation

From the list or form, go to the Automations tab and click Create Automation.

create automation_arrow.png

Set up the automation by completing the fields.

automation_set_campus_numbered.jpeg
  1. Run the automation when a person submits a form, is added to a list, or is removed from a list

    Caution

    Automations only work on lists when you set it to refresh automatically.

  2. Choose the product and action of the automation. If more context is needed, choose the corresponding information.

Tip

For lists, you can apply the action to people currently on the list.

Select Create automation to enable the automation.

Pause or Delete Automations

You can toggle off any automations that you don't want to run. If you would like all your automations to stop running, click Pause Automations. If you want to remove an automation, click the three dots next to the automation you want to remove and select the Delete option.

pause_automation_arrow.jpeg

View Automation History and Reassign Automations

You can view an automation's history within the last 32 days, reassign it to yourself, or delete it by clicking on the three dots in the top right corner of the automation.

manage_Automation_arrow.png

You may see different statuses when viewing an automation's history.

Automation_history.png
  • Success: The automation ran on the person successfully.

  • Pending: The automation is still in process.

  • Paused: The automation was paused before the last action that would have normally triggered it, so it did not run. Click Run now to run the automation.

  • Failed: The automation failed to complete. You can click Details to find out why the automation failed. Click Retry to try the automation again.

If an automation had any errors or any instances skipped due to it being paused, you will also see an indicator showing the number of paused or failed instances on the automation.

Automation_errors_arrow.png

If you choose to ignore a failed or paused automation instance, it will show up on the history page as Ignored and will not be included in the number of errors or paused items on the automation.

ignored_Automation_arrow.png

Potential Errors

If you get an error message after applying an action or notice an automation wasn't completed successfully, check for possible reasons in the appropriate sections below, based on which Planning Center products are used for the bulk action.

Was this article helpful?
3 out of 8 found this helpful