About This Feature

Automations in Disco enhance community management by automating routine tasks, saving time, personalizing the Member experience, and building deeper engagement.

 

How It Works

Automations act as the operational backbone of your community, executing custom workflows based on specific activities. These workflows help ensure that every interaction with Members is impactful, fostering an environment of growth and learning.

 

How To Create an Automation

1. Access the Automation Tool

Navigate to the Admin Dashboard and select "Automations" from the main menu.

2. Create an Automation Rule

  • Click the "+ Automation" button to start.
  • Choose a templated automation or create a custom rule for specific requirements.
  • Assign a descriptive name for easy reference.

3. Select a Trigger

Select a trigger from the following options based on Community activities:

  • Community: Member joins or leaves the Community, or completes Onboarding.
  • Products: Member joins or leaves a Product, completes a Product, or a Module.
  • Members: Member joins or leaves a Group, or updates/completes a Profile Field.
  • Events: Member confirms attendance or joins a virtual Event.

4. Configure Trigger Settings

Specify details for the selected trigger, like the specific Product, Group, Event, or Profile Field.

5. Select an Action

Choose an action in response to your trigger:

  • Manage Flow: Conditional Branch, Delay before continuing.
  • Message: Send email, Disco direct message, Disco channel message, Slack direct message, Add to Slack channel, Remove from Slack channel.
  • Product: Add to or Remove from product.
  • Member: Add to or Remove from Group.

6. Configure Action Settings

Provide details for the action, such as message content or specifics about the Group/Product.

7. Save and Enable the Automation Rule

Review the setup, save as a draft, and publish to activate the Automation.

8. Manage and Edit Automation Rules as needed

When making updates or adjustments, navigate back to the 'Automations' section and update the rules to edit, delete, or pause maintain seamless operations.

 

FAQs

Q: Can I set up multiple actions for one trigger?

A: Yes, use multiple actions to trigger comprehensive workflows.

Q: How should I manage Automations that may overlap?

A: Design Automations with clear objectives and review regularly to avoid conflicting actions.