Automations

Membrain Automations is a powerful process tool that helps to minimize human error and time spent on repetitive tasks, reducing the need for manual input and increasing efficiency. It can also help improve and maintain the quality of your data.

Improve and maintain the quality of your data with Automations training, to minimize human error and time spent on repetitive tasks. Streamline tasks, save time, and enhance efficiency with seamless actions. This allows your team to focus on important matters while maintaining data quality. From email campaigns to data analysis, automations empower your business, saving resources and boosting productivity.

We’ll train you to set up your automations, best practices on when to use automations versus other tools. You’ll learn how to improve your data quality and increase productivity, so your team can focus on activities that move your company forward!

What we'll cover

This training module includes two 1 1/2-hour sessions

In your first 1 ½ -hour training session

you will learn how to:

Set up enrollments for the data or fields affected
This includes setting up filters for automatic enrollments when needed

Create permission sets

Add the appropriate tools to create the necessary steps in the automation
This includes a walk-through of the various tools available

Set up and name the Automation

Apply enrollment settings

Activate Automations

Managing Automations
Includes copying and deleting automations

Activate / Deactivate Automations

In your second 1 ½ -hour training session

your Automations expert will provide:

A walk-through of Reporting and Logs

Troubleshoot any issues

Answer any additional questions

Review “Considerations before you get started” below, and use them to guide you through the preliminary automation ideas

Automation ideas must be sent to the Automations expert 72 hours before the planning meeting. This allows ample time for review. Planning meetings may be rescheduled if the ideas/ needs aren’t received in advance.

Price: Please talk to your Customer Success Advocate, or write to us here

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