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How can I set up and manage automations in SPARK MINDS?

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Written by Partner Training

How can I set up and manage automations in SPARK MINDS?

Automations in SPARK MINDS are a powerful tool to streamline processes, manage leads, and optimize workflows. This guide provides an overview of how to set up, modify, and manage automations effectively.

Overview of Automations

Automations in SPARK MINDS allow you to create workflows that trigger specific actions based on predefined conditions. These workflows can be used to manage leads, follow up on offers, and ensure smooth operations.

Setting Up Automations

To set up automations for leads in SPARK MINDS, follow these steps:

  1. Navigate to the Automations section in the left-side menu.

  2. Click on Create New to start building a new automation.

  3. Define a trigger for the automation. For example, you can set the trigger based on the lead being a "Prospect" contact type.

  4. Add actions to the workflow, such as sending an email or scheduling a follow-up.

  5. Save and activate the automation once all steps are configured.

Modifying and Moving Automations

If you need to organize your automations or move them to a specific group, you can do so easily:

  1. Locate the automation under the general automation group.

  2. Click on the Actions tab on the right side of the automation.

  3. Select the option to move the automation to the desired group, such as the "Summer Camp Automations" tab.

Specific Use Cases

Offers and Promotions

SPARK MINDS automations can be configured to manage different offers. For example:

  • 3 Free Classes Offer: Available for programs like Kids BJJ, Adult MA, and Adult BJJ.

  • Train All Summer for $149: Available for programs like Preschool MA, Kids TKD, and Kids Kickboxing.

These offers can be set up as part of your automation workflows to attract and manage leads effectively.

Follow-Up for Upsells

Ignite automations in SPARK MINDS do not automatically follow up with leads who opt in for a free trial but do not purchase an upsell. To enable automated follow-ups for pre-intro purchases, set a paid trial as the primary offer on your website. This ensures that automations follow up with leads who start but don’t complete the checkout process.

Conclusion

By leveraging the automation features in SPARK MINDS, you can efficiently manage leads, organize workflows, and optimize your operations. Whether setting up new automations, modifying existing ones, or configuring specific offers, SPARK MINDS provides the tools you need to succeed.

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