Creating an Automation

To create an email notification workflow using our Automations feature:

1. Navigate to   > Settings > System Messaging.
2. In System Messaging, navigate to the Automations tab in the left sidebar.
3. Click Create Automation.

4. In Create Automation, enter this information as required:

   Field	Description
   Active/Inactive	Toggle the setting to confirm whether the workflow should run.
   Name	The name of the workflow.
   Partner Groups	[Optional] The partner group(s) for which this workflow will apply. If you're selecting a CAM role as the recipient of the email from this workflow, and the CAMs already have partner data restrictions applied, you don't need to specify a Partner Group here. For more information about CAMs and data restrictions, see Adding a Unifyr Admin User.
   Event	The event that will trigger an action when it’s completed. Select an event from the list. The list is made up of these event types: Default events Campaign Activated Certification Completed Collateral Downloaded Company Profile Updated Custom Activity Activated Custom Partner Form Submission Custom Partner User Form Submission Deal Approved Deal Expired Deal Rejected Deal Submitted Deal Updated (Stage and Value) Email Activated Lead Registered Lead Registration Accepted (by supplier) Lead Registration Expired (by supplier) Lead Registration Rejected (by supplier) MDF Transaction Submitted - this will match when a partner user submits a new MDF transaction or re-submits one, for example if a supplier has requested more information. Note: Notifications for updates to MDF transactions (editing, adding attachments, etc.) are defined in the System Messaging > Notifications > MDF Transactions notification template. For more information, see Receiving Notifications about MDF Transactions. Partner Event Attendee Approved Partner Event Attendee Registered Partner Event Attendee Rejected Partner Event Created Partner Event Updated Partner User First Login Partner User Login Partner User Partner Login Print Media Activated from Campaign Social Account Connection Created Web Plugin Activated Workflow Activated Events based on the custom objects you have set up in your system For each custom object, there’s a Created and an Updated action, representing submissions of the information. There is also a Rejected and an Approved action for any custom objects that are set up to require approval of submissions made.
   Event Source	The location in which the trigger event occurred. Partner Portal Supplier Admin (i.e. in Unifyr One Admin) Both Portal and Admin (default)
   Action	The action to take when the specified event is completed. Select Send email to trigger the sending of an email. Complete this information as required: Recipient - you can send to one of these types of recipient: Single recipient - choose Email address then enter the email address Creator (for workflows triggered by a lead, deal, custom object, partner event, or partner/user login event) - choose Partner then pick Creator from the Select Partner User drop down list Account Manager (for workflows triggered by a lead, deal, custom object, partner event, or partner/user login event) - choose Partner then pick Account Manager from the Select Partner User drop down list This role is based on the Account Manager setting in a partner profile. The Automation email will not be sent if a user is not assigned in that field. Partner users with a specific role - choose Partner then select the role from the Select Partner User Role drop down list Single supplier user - choose Supplier then pick the user from the Select User dropdown list Supplier users with a specific role - choose Supplier then select the role from the Select User Role drop down list Subject - the subject line for the email You can include merge tags to add placeholders that will autogenerate partner or partner user data for each recipient. For example, the subject line A new deal for {{partner.name}} has been submitted includes a merge tag to have the partner name populated from the user’s details. Select the merge tag from the Add Merge Tags dropdown list - it’s placed at the current cursor location. If you've selected a lead, deal, MDF, or custom object event to trigger the workflow, you can use merge tags for these types of data too. Body - the content of the email There are two options for generating the content: Use a template Select a template from the Select the email that will be sent when this automation is triggered drop down list. The list displays all the activated templates that you have set up in the System Messaging > Custom Emails tab. For more information, see Creating a Template for Automation/Reminder Emails. Create adhoc branded content for this email only [Optional] Choose Use branded email then use the rich text editor to create and format the content. The maximum number of characters is 2000. You can use merge tags for partner and partner user data in the email body. In addition, merge tags for lead, deal, MDF, or custom object data are available if you're triggering the workflow with events of these types.
   Deal Type	[Optional, when a deal event is selected in Event] The deal type for which this automation applies. The list shows all deal types you've got configured in   > Settings > Forms & Fields > Deal > Types.

5. [Optional] Click Send Test to send yourself a sample of the configured email. For more information, see Testing the Email Sent from an Automation.
6. Click Save. The workflow is added to the Automations list.

Here’s an example of an Automation workflow that will email the supplier’s CAM users when a new deal is submitted. The email will be formatted with the A New Deal Was Created email template.