Automation - Brakes

Automation - Brakes

Although you can opt out individual leads from triggering Automation there may be times where you want certain actions completed by the customer, or by a user of to prevent the Automation from triggering.

For this purpose AutoPlay has a list of Brakes that when set will result in Automation not being triggered.  

A practical example of breaks being applied are where you have an automation setting that is designed to target all Closed Lost Leads.  If that lead is requalified and the lead is reopened to deal with on a individual basis by one of your sales team then it may not be appropriate to automatically communicate with the customer if the message is targeted at a closed lost audience.  In this scenario a dealer could set up the Brake=Lead Reopened.

The list of Automation Brakes pictured above is current as at February 2021 and will be added to over time as new functionality is built.

When setting an End Date as a brake will enable the 'Date' field to become visible where it is possible to set a date - after which no lead that meets the trigger will send.  The practical application for this setting is when short term, time sensitive promotions are occurring - ensuring that dealers do not need to remember to disable their Automation settings.  

    • Related Articles

    • Overview - Automation

      The 'Automation' Settings screen will allow Dealers to setup actions, for example an Email Response that are triggered by certain events such as closing a lead as won or lost.  Dealers can set the Timeframe the action is taken and the Standard ...
    • Automation - Lead Not Updated

      This Automation setting is designed for leads that have not been updated for 'x' period of time.  A notification can be sent to alert a 'x' User.  Details Add Automation 'Name' Select Trigger Type 'Lead Not Updated' Set 'Check Trigger' settings  From ...
    • Automation - Calendar Event Due

      Details Add Automation 'Name' Select Trigger Type 'Calendar Event Due' Set 'Check Trigger Every' settings  From 5 minutes to 30 minutes From 1 hour to 8 hours From 1 day to 90 days Set 'Check Trigger' time will only apply when the 'Day' setting is ...
    • Automation - Lead Closed Lost

      If you wish to retarget any lead that has been Closed as 'Lost' you can select the trigger 'Lead Closed Lost'.  This enables dealerships to set up specific emails/sms to go to any lead closed lost.  It is also possible to set up Email Campaigns or ...
    • Automation - Email/SMS Failed to Send

      OverviewThis allows the Dealer to specify the type and recipient of Notification when and Email or SMS has bounced or failed. In the example below; The Trigger is Email/SMS Failed To Send When this trigger is meet then an SMS Notification No Delay ...