Automations and New Notes Actions (+)

Learn how to trigger adding a written or audio note on a Contact Record within Contacts, a Pipeline Stage, or a Pipeline Deal Card within an Automation.

Step 1

You can open an existing Automation by clicking on its "Title" or the blue "New Automation" button at the top right of the Automation page to start a New Automation.

Step 2

Click on the "Plus Sign" Icon in the middle of the page to Add an Action to the Automation.

Step 3

Via the menu that slides out from the right, click on the green "New Note" icon on the slide-out menu.

Step 4

Choose the "Time Delay" to choose when you want the New Note to trigger within the Automation process after the previous Action is added.

Time Delay Options Include;

• Immediately

• 10 minutes

• 30 minutes

• 1 hour

• 6 hours

• 12 hours

• 1 day

• 2 days

• 3 days

• 1 week

• 2 weeks

• Custom Time Delay

  • Click "Custom Time Delay" to select a custom period of "Hours" or "Days" for the New Note to trigger after the previous Action is added.

    • Be sure to click the bubble on "Hours" or "Days" to set the correct timing for the action.

    • Type in the amount of "Hours" or "Days" into the field, or use the up and down arrows on the right side of the amount field to select "Hours" or "Days."

Note: The timing is based on the previous action added. For example, if you set an Automation Email to go out the day before and want the next New Note to trigger two days after, you'd select "2 Days."

Step 5

Add the "Content," aka "Body" of information you want to share with the Contact receiving the Note.

New Note Tools

Easily pre-record up to a 2-minute Audio Note for a New Note to trigger within an Automation.

• Audio Note Recorder

  1. Be sure your mic is connected to your device and is turned on.

     1. Once your device is recognized as "on," you will see a field where you can select your microphone.

     2. *Note: If your microphone is connected but not recognized, please double-check your system settings. If those appear correct, restart your device and try again. If the issue persists, don't hesitate to contact our Support team.

  2. Click on the red "microphone" icon underneath the note content field.

  3. Click on the "dropdown menu" and select the microphone you want to use to record your audio note by clicking on your selection.

  4. Click the red "Voice Note" button to start recording the Audio Note.

     1. A two-minute countdown will commence underneath the Audio Note.

        *Note: The audio note recording will end automatically in two minutes.

        1. While creating the Audio Note, you can opt to Pause or Stop the recording.

           1. Pause & Resume Recording

              1. Click on the gray "Pause" icon if you need a moment to pause the recording.

              2. Click the gray "Play" icon to resume recording.

           2. Stop Recording

              1. Click the "checkmark" icon to Stop the recording.

                 1. The audio note in the Content field appears in beige and displays the date and time.

              2. The gray recording bar with the play icon indicates the audio note's length.

  5. You will see the audio note within the note content area.

     1. To listen to a replay of the audio note, click the black"play" button.

     2. To adjust the volume, click the "speaker" icon.

     3. To download a copy of the audio note to your device, click the three dots WITHIN the gray oval recording indicator, then click on "download."

     4. To adjust the audio speed, click the three dots WITHIN the gray oval recording indicator and choose from the following options;

        • .25 (slowest)

        • .5

        • .75

        • Normal (default)

        • 1.25

        • 1.75

        • 2 (fastest)

• Click the blue "Insert" button to add the audio note to the automation.

  1. If you are NOT satisfied with the audio note and want to rerecord it, click the "three dots" on the OUTSIDE of the gray oval recording indicator and click "delete." This will reset the audio note so you can start recording a new message.

Step 6

Click the blue "Insert" button at the bottom of the New Note Action to save the New Note to this Automation or click "Close" to abandon the New Note being added.

Step 7

You will see a green notification stating "last saved" at the bottom right corner to confirm that the Automation has been updated.