Automations and Material Check Actions (+)

When you add a Material Review Check to an Automation after a text or email with Material inserted, you can set custom communication paths based on the amount of Material Consumption the Contact had when they reviewed the content.

This will help you identify the Contact's level of interest and make your communication accordingly, which will, in turn, help you build your relationship with them.

For instance, if a recipient watches 30% or more of the Video Material, you can direct them toward "Path A" communication that aligns with their interests.

On the other hand, if they watch less than 30% of the Video Material, you can guide them toward "Path B" communication to continue building the relationship.

A Material Review Check for an Image or PDF will indicate if they reviewed the Image or PDF, indicating "Yes" or "No."

Material Review Check Color Codes

You will recognize an Automation with Material (Image, Video, or PDF) inserted by the colored tile.

• Video Material is inserted into an Automation Action.

  • Teal Tile will show a "Video Player" icon within.

• Image Material inserted into an Automation Action

  • Purple Tile will show an "Image" icon within.

• PDF Material Inserted into an Automation Action

  • Fuschia Tile will show a "Doc" icon within.

*Note: Manually uploading or linking an image, video, or PDF from an outside source into an Automation Text or Email will not trigger a Material Check or a Notification trigger. If you want to trigger a Notification, insert Material into the Automation Action.