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Creating Media Center Automation

Article: 000050317
Updated: November 7, 2023

You can use Media Center views to trigger automation, or filter certain automations to send if a lead only if they have viewed or not viewed certain content.

 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Including Views via Visual Workflows

You can create visual workflows that include Media Center asset views.

To include Media Center asset views in a visual workflow, click Media Center in the left toolbar and do the following:

  1. Create or use a Media Center asset.
  2. Create a trackable link for the Media Center asset. 
  3. Click Automation > Visual Workflows in the left toolbar.

    Creating Media Center Automation

     

  4. Create or edit a visual workflow.
  5. Click + Add > Trigger under Start or an applicable workflow branch.

    Creating Media Center Automation

     

  6. Select views the media, located under Media.

    Creating Media Center Automation

     

  7. Enter the name of the desired Media Center asset in the Media Name text box. 
  8. Click OK.

    Creating Media Center Automation

     

  9. Complete the workflow with other triggers, filters, time delays, or actions.
  10. Set the workflow activity toggle to Active.

    Creating Media Center Automation

     



    Creating Media Center Automation

     

Note: For triggers, you can only select the views the media option. Media Center views will only trigger automation for known leads. Views by unknown leads will be tracked against the Media Center asset statistics, but will not trigger automation.

 


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