Automation Guides

Here is a quick example. When a new lead fills out a form on your website, your automation can instantly send them a welcome email, text them five minutes later, tag them as a new lead, and create a task for you to call them. All without you lifting a finger. It runs in the background around the clock.

Every automation starts with a trigger (the "when" part) and is followed by one or more actions (the "then" part). The trigger watches for a specific event. The actions are everything that happens after.

Most people start with "Form Submitted" because it catches new leads as soon as they come in. But there are several other trigger types depending on your situation. Here are the most common ones.

• Form Submitted. Someone fills out a form on your website or funnel. This is the most popular trigger for lead follow up.
• Appointment Booked. A client books a time slot on your calendar. Great for sending confirmation messages and reminders.
• Tag Added. A tag gets applied to a contact. This one is useful for manual triggers because you can add a tag yourself to start a workflow.
• Pipeline Stage Changed. A contact moves from one stage to another in your pipeline. Perfect for automating your sales process.
• Email Opened. Someone opens an email you sent through Jtek. Use this to follow up only with people who showed interest.
• Inbound Webhook. Data comes in from an outside tool like Zapier. This connects Jtek to almost anything.

For example, you might send an email, wait an hour, then send a text. Or you might check whether someone opened your email and send a different message depending on the answer. Here are the key actions you will use most often.

• Send Email. Send a pre written email to the contact. You can personalize it with their name, company, and other details.
• Send SMS. Text them directly from your Jtek number. Short, friendly texts tend to get the best response rates.
• Wait. Pause for a set amount of time before the next step. This keeps your outreach feeling natural instead of robotic.
• If/Else. Create a branch based on whether a condition is true or false. For example, "did they open the email?" Each answer goes down a different path.
• Add Tag. Label the contact for future filtering. Tags help you segment your audience and keep things organized.
• Move Pipeline Stage. Advance the contact in your sales process automatically. No more dragging cards around by hand.
• Create Task. Add a to do for yourself or your team. This makes sure the human stuff still gets done.
• Internal Notification. Get an alert when something happens. You will know the moment a lead takes action.

1. Open Automation. Click on Automation in the left sidebar. This is where all your workflows live.
2. Create a New Workflow. Click "Create Workflow" and choose "Start from Scratch." You can also pick a template if one fits your use case.
3. Select Your Trigger. Choose what starts the automation. For this example we will use "Form Submitted" so it fires every time a lead fills out a form.
4. Add Your First Action. Click the plus button below your trigger to add your first action. Choose "Send Email" and write your welcome message. Keep it short and friendly.
5. Add a Wait Step. Add a "Wait" step and set it to 5 minutes. This gives the lead time to read your email before you text them. Without the wait, everything fires at the same time.
6. Add an SMS Action. Add a "Send SMS" action. Write a short friendly text introducing yourself. Something like "Hey [name], just sent you an email with some info. Let me know if you have any questions!"
7. Add a Tag. Add an "Add Tag" action and tag the contact as a new lead. Tags are how you find and filter these people later.
8. Create a Task. Add a "Create Task" action so you get a reminder to call them the same day. The automation handles the messages. You handle the conversation.
9. Save and Publish. Review everything from top to bottom. When it looks good, click Save and then toggle the Publish switch to make it live. Your automation is now running.