Now that you've set up your stages and have added contacts to your Pipeline, we're approaching the best part of our Pipelines feature: the Rules.
Rules is essentially a way that you can automate the move of your contacts between your stages. This is going to be extremely useful if you are having lots of contacts on your Pipeline and you want them to move automatically.
Pipelines Rules is where you can go ahead and set up a workflow so contacts can be moved from one stage to the next.
You'll see that you canc create specific rules through each stage as each stage in your Pipeline will look different.
Note: If you already have Automation on your Keela account, this is going to look very similar as it has some similarity to our Automation tool.
Creating the Rules
When creating the rules, you can see that each specific stage has their own set of rules:
The reason that each specific Stage will have their own rules is because the logic for a contact moving from stage to the next might be different for each specific stage.
You'll want to add the starting point. The starting point on Pipelines will always be that the contact enters this specific stage on the Pipeline:
Once the starting point has been added, you'll click on the + sign and you can add the next step. These are the options that you'll get:
There are three different types of things that you can add through here:
- Wait for trigger - this essentially means that the system will wait for one of these actions to occur. Some of these are: contact makes a transaction, contact opens an email, etc.
- Delay Next Stage - if you want to add delays for the contact to move to the next stage, you can add a delay.
- Actions - these are the actions that can be performed automatically. The actions available are: Move contact to next stage, Notify users, add to-do, add/remove tag or modify fields.
All of the steps of adding the starting point and actions to the rules will need to be applied to each rule so the Pipeline can be activated!
Why is not there a send email action?
If you have Automation already, you'll know that Automation has a "Send Email" action. This action is not available in Pipelines for right now.
Does each stage need their own rules?
Yes, that's correct!