Setting Up Automations: First Time App Logins

Customer Success Advisor
Customer Success Advisor
  • Updated

When one of your members log into their account for the first time, the App Login automation will automatically give them points! Here's how to set it up: 


Step 1: Navigate to Automation Manager

Click the Manage tab followed by Automation Manager



Step 2: Choose an Automation to Create

Click Create Automation to jump to the template gallery. 


Then click the App Login option.



Step 3: Create the Automation

Once inside the builder, you can choose which groups of members will be affected, the number of points that will be awarded, and how the automation will be triggered. 


Finally, click Activate Automation to turn your automation on. 


Please Note: Once activated, your automation will automatically begin to run at 9:00 AM the next day. If necessary, you can make adjustments to it until 11:59 PM. 


Step 4: Edit, Duplicate, or Delete Your Automation

You can edit, duplicate, or delete your automation at any time by going to your Automations list and either clicking the automation, or clicking the three dots to the left of the automation you would like to edit, then clicking Edit.


Once it is copied, you can update its title and settings to fit your new audience.

Please Note: If you have more than one automation that uses the same trigger and is targeting the same audience, your audience will receive the automation with the earliest creation date.


Step 5: Review Your Automation History

You can see which members in your Hub have received automations by going to the Automation History tab. 

Step 6: Meet with Customer Success to Set Up CS_Lady.png

 Want help setting this up?  Click to schedule a quick one-on-one with your Customer Success Advisor!