Creating Automations
Automated Actions allow staff with the appropriate permissions to regularly take certain actions on students matching criteria from a Saved Search or a saved V3 Report. They automate regular actions, reducing the time staff must spend in the Navigate360 Staff platform taking routine actions.
Automations can be used to send messages to students, issue alerts, or add students to either an Appointment, Enrollment, Message, or Survey Campaign.
To create an Automation, go to the Lists & Saved Items page OR the My Report Automations tab in V3 reports.
On the Lists & Saved Items page, your automations show in the Automations table. You will need an existing saved search or saved V3 report to create an automation.
Note. Automated actions are only visible to the creator of the action.
For My Report Automations, any automation you have created from a V3 report displays. However, you can still create automations that use a saved search from this page.
There are four automation types you can currently create from a V3 Saved Report or Saved Search: one that lets you issue Alerts, one that lets you send a message to students, one that lets you add students to a campaign (Appointment, Enrollment, Message, or Survey campaigns only), and one that lets you assign Journeys to students.
Creating an Automation
On either the My Report Automations tab or the List & Saved Items page, select Add Automation/New Automation. The New Automation Configuration page opens.
Enter the name of the automation. Only the user can see their automations, so name it something that makes sense to you.
After entering the automation name, scroll to the Automation Conditions section.
For any Automated Action, you will select a saved search or report. Then you decide the action you want to take from the THEN... take this action dropdown field.
Once you have made that decision, continue configuring the automation. We have four workflow guides specific to each automated action to help: