Navigate360: Create an automation

Automations can be used dependent upon user role to:

• Send an email or text message to a student 
• Add a student to an appointment campaign Navigate360: Creating an appointment campaign
• Issue a notification
• Assign to a journey Navigate360 Student: Journeys
• Add to a survey campaign

If you do not have the ability to run automations, and would like to, please contact the Navigate Lead at navigate@uwlax.edu

To create a new automation, you must first have a Saved Search (Navigate360: Using Advanced Search) or a Saved Report created (Navigate360: Saving a report in V3)

Automations are accessed via the Lists and Savied Items Menu:

Automations are near the bottom of the Lists and Saved Items Page:

Click Add Automation

Automation Configurations

Name your automation, this will only be vislble to you.

Make sure the box is checked if you want the Automation to be active, and run on the schedule you have set.

Automation Conditions

Utilizing the drop down menus, select the Saved Search or Saved Report you wish to use and the action you would like the automation to take.

If you would like the automation to skip the first run and not take any action initially, select "Omit Initial Matches"

Automation Schedule

Here, you will select the schedule of how your automation will run. First, select the first day and last day that you would like the automation to run. 

Then, you will select the frequency at which the automations will run: daily, weekly, or monthly. Additional options will expand depending upon the selection you made.

Daily

Select the time of day that the automation will run each day

Weekly

Select the day of the week and time that the automation will run each week

Monthly

Select the day and time each month that the automation will run