Creating email workflows

Posted by:

You can also create workflows directly in an email, for example after you receive a notification of a submission you could review it and approve it (or send it to someone else) directly within your email, no need to log into wordpress or send an email manually.

To add an automation to an email do the following:

1.- Open the form designer of the form that has the automation that you want to use. If you are not sure how to create ...

Continue Reading →
0

Executing automations within the pages add on

Posted by:

One of the most powerful features of the plugin is the ability to execute automation within your pages (created with the Pages add-on). This gives you the flexibility to create a whole bunch of sites. For example, you could create a user portal where users can cancel, update or even send you an email regarding their previously submitted entry.

To add an automation to a page do the following.

1.- Open the AIO page designer

2.- Add a link to your page

Continue Reading →
0

Executing automation manually from the entries screen

Posted by:

You can also configure automation to not be fired automatically and run it directly in the entries screen. You could use this to quickly do a routine task like sending an email or approving an entry after reviewing it.

To add an automation to the entries screen do the following:

1.- Open the automation that you want to add to the entries screen. If you are not sure how to create an automation check this tutorial first

2.- Click on “Advance ...

Continue Reading →
0

Getting Started

Posted by:

With the automation add-on, you can execute actions like

  • Sending emails
  • Updating an entry
  • Add a comment to an entry
  • Send the data to a third-party app

When an action is executed such like:

  • A form with specific information is submitted
  • An entry is updated or deleted
  • A button created by the “Pages” add-on is clicked

To create an automation do the following:

1.- Go To AIO->Automation

2.- Click ...

Continue Reading →
0