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Question

Automation not automatically applying

  • April 24, 2024
  • 13 replies
  • 41 views

Valerie Keeney Kok

I am new and I’m trying to set up my automations by project type.  I have defined the projects and I have selected the specific project I want the automation to apply to, but it is still not sending out the email automatically.  I have to manually apply the automation to the project.  What am I doing wrong please?

13 replies

Diana The Finer Points
Luminary
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Did you define project TYPES? 

Is the contact FORM connected to the project TYPE?

Is the automation turned ON?


Valerie Keeney Kok

Yes, I have defined the project types.  I think I have the contact form connected, but I’m not sure.  I do have the contact form using the same project types, is there something else I need to do?  I have gone over the video explaining how to create an automation, but it doesn’t explain how to get the automations by project type.

I’m not sure if the automation is turned on, where do I do that?


Valerie Keeney Kok

 


Valerie Keeney Kok

 


Diana The Finer Points
Luminary
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okay in the contact form - when you ASK what service they’re interested in, is it a question using the project type question? Can I see your contact form? 


Valerie Keeney Kok

 


Valerie Keeney Kok

It is a question that I added.  Do I need to do something more to that?

 


Diana The Finer Points
Luminary
Forum|alt.badge.img+9

Under what type of service are you interested in?… is that question tagged as a “project type” question? When you go to edit it… and you hover over the question with your mouse, does it have a venn diagram symbol on the upper right corner?


Valerie Keeney Kok

No.  No Venn diagram symbol.  How do I connect it?


Diana The Finer Points
Luminary
Forum|alt.badge.img+9

Hover over the question. Click on the gear in the top right corner. change the QUESTION TYPE to a DROP DOWN (I know you have one now, I don’t know why we have to choose drop down first lol). Once you’ve done that, click on the setting gear AGAIN and choose PROJECT TYPE. 

 

It should connect after that


Valerie Keeney Kok

I did that.  I will test it now.  Thanks!

 


Valerie Keeney Kok

That worked!  Thank you!!!


Valerie Keeney Kok

I thought it wasn’t working, but I forgot about the approval thing.