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How Can I Set Up Automations in My Mighty Network?

Updated over a week ago

Available on the Courses Plan and up, Automations can

  • Unlock rewards like secret courses, challenges, resources, or 1:1 calls

  • Open and close event RSVPs

  • Invite to or remove people from Spaces or Plans

  • Reward your most active members based on their contributions

  • Reward members who show up to events

…and MUCH more.

How Do Automations Work?

Each Automation consists of a Trigger and an Action. Triggers are when something happens in your Network (ie: someone comments on a post) and Actions are what you want to happen as a result (ie: the member gets a badge).

Note: Automations apply from the point the automation is created moving forward, not retroactively. The one exception is the Member Inactive trigger, which honors member inactivity generally, not from the point that an automation using that trigger was created.

How to Create an Automation

To create an Automation go to Admin > Members > Automation > Select “Create Automation”

First, name your Automation something descriptive so you’ll be able to see what it is by the name.

Then select a Trigger

Then select an Action

Select Create and your Automation is live!

Here is a full list of Triggers:

  • Completed Lesson

    • Occurs when a member completes a Lesson with completion turned on

    • Select the Space and specific Lesson for this Trigger

  • Completed Section

    • Occurs when a member completes all Visible Lessons (with completion turned on) in a Section

    • Select the Space and specific Section for this Trigger

  • Completed Quiz

    • Occurs when a member completes a quiz, including when a passing score is required for completion

    • If a member fails the quiz, then the Trigger will not fire.

    • Select the Space and specific quiz for this Trigger

  • Failed Quiz

    • Occurs when a member fails a quiz when a passing score is required for completion.

  • Completed Welcome Checklist

    • Occurs when a member completes the Welcome Checklist

  • Responded to Custom Field

    • Occurs when a member responds to a Custom Field

      • Select a Field

      • Any Response

        • Trigger is activated when a member provides any response to the Field. This only triggers once for members when providing their first response.

      • Specific Response

        • Trigger is activated when a member's response newly satisfies the condition below

          • Response contains any, all or none of the following

          • Select a response or multiple responses

  • Removed Response to Custom Field

    • Occurs when a member removes their response to a Custom Field.

      • Select a Field

        • Entire Response

          • Trigger is activated when a member no longer has a provided response to the Field.

        • Specific Response

          • Response no longer contains all or any of the following.

            • Select a response.

  • Joined Space

    • Occurs when a member joins a Space, including through a plan

    • Select the Space for this Trigger

  • Left Space

    • Occurs when a member leaves a Space or is removed, including via a plan

  • Joined the Network

    • Occurs when a member joins the Network, including via a plan

  • Left the Network

    • Occurs when a member leaves the Network or is removed, including due to removal from a plan

  • Enabled Mobile Push Notifications

    • Occurs the first time a member enables push notifications

  • Signed in on Mobile App

    • Occurs the first time a member signs in on the iOS or the Android app

  • Member Inactive

    • Occurs when a member is inactive for a specified number of days

    • Select Entire Network or Specific Space

    • Target Inactivity:

      • Enter a number of days between 1 and 365. Trigger is based on the member's Last Active timestamp.

  • Purchased (or Accessed) Plan

    • Occurs when a member accesses a plan, including when a member starts a free trial but hasn’t paid

    • Select the specific plan for this Trigger

  • Converted Free Trial of Plan

    • Occurs when a member on a free trial completes payment for a plan

    • Select the specific plan for this Trigger

  • Canceled Subscription to Plan

    • Occurs when a member cancels their subscription to a plan, including during a free trial if one is active

    • Select the specific plan, trialing (any, yes or no)

  • Removed from Plan

    • Occurs when access to a plan ends due to cancelation (at end of billing period), lapsed payment, or Host removal

    • Select the specific plan for this Trigger

  • Host Received Private Message

    • Occurs when a specific Host received a private message

    • Select any Network Host

  • Commented on Post

    • Occurs when a member comments on any post type

    • Select the Space and specific post for this Trigger

  • Answered Poll

    • Occurs when a member responds to a Poll

    • Select the Space and specific Poll for this Trigger

    • If the Poll is multiple choice, then you can specific answer or any answer

  • RSVPed to Event

    • Occurs when RSVPs reach a specified number

    • Select the Space, specific event and RSVP Status (Going, Maybe, Not Going) for this Trigger

  • Event Reached Number of RSVPs

    • Occurs when RSVPs reach a specified number

    • Select the Space, RSVP Status, whether the count is greater than/equal to or less than and the Target number of RSVPs

    • The trigger will only fire one time, even if the RSVPs fluctuate up and down again

  • Reached Number of Chat Messages in a Space

    • Once the total number of messages in a Space's Chat feature reaches the specified threshold, the automation is triggered.

      • Important Notes:

        • Scope of the Trigger: The trigger evaluates all messages sent in a Space's Chat (including threads) collectively, not per individual member.

        • Actions Applied:

          • If the action targets an individual (e.g., "Add a Badge" or "Send a Private Message"), it applies to the member who "hits the milestone" (i.e., the message that meets the threshold).

          • Group actions (e.g., "Open RSVPs" or "Close RSVPs") affect the entire Space.

        • Example Use Cases:

          • Individual Milestone: Reward a member for sending the 100th chat message by assigning them a badge.

          • Group Milestone: If the Space's chat reaches 500 messages in total, open RSVPs for a spillover live event.

  • Reached Number of Contributions

    • Occurs when a member creates a specified number of contributions

    • Select Entire Network or a Specific Space

    • Select the target number of contributions

    • Select the contribution types

      • Posts

      • Comments and Answers

      • Poll Votes

      • RSVPs

      • Cheers

      • Space Chat Messages (including replies)

  • Reached Ambassador Level

    • Occurs when a member reaches a new Ambassador Level

    • Select the target level (ie: Gold, Silver or Bronze)

  • Added Badge

    • Occurs when a member receives a badge

  • Removed Badge

    • Occurs when a badge is removed from a member

  • Added Tag

    • Occurs when a tag is added to a member

  • Removed Tag

    • Occurs when a tag is removed from a member

  • Reached Streak Milestone

    • Occurs when a member reaches a streak milestone

    • Select Streak Milestone (one or multiple)

  • Attended Livestream

    • Occurs when a member attends a livestream in a Space.

    • Select Any Livestream, Network-wide Livestream, Livestream in a Specific Space

Here is a full list of Actions:

  • Add Badge

    • Adds a specific Badge to a member

    • The member will receive an email, in-app and mobile push notifications (if enabled) that they were awarded a Badge

  • Remove Badge

    • Removes a specific Badge from a member

  • Add Tag

    • Adds a specific Tag to a member

    • The member will not receive a notification when a Tag is added

  • Remove Tag

    • Removes a specific Tag from a member

  • Display Pop-Up (with Optional Confetti)

    • Shows a pop up with optional confetti animation, video and button.

      • Title (required), Description, Confetti selector, image or video (YouTube, Vimeo, etc...), button and CTA link. This appears on web and mobile.

  • Send Private Message

    • Sends a message to a member

    • Select the sender (can be any Network Host) and edit the message body

  • Welcome New Member

    • Sends an automated welcome message when a new member joins

  • Invite to Space

    • Sends an invite to a member for a specific Space

    • Select the Space, sender (can be any Network Host) and edit the message body (optional)

  • Remove from Space

    • Removes a member from a Space immediately, not including Spaces that are part of a plan

    • Select the Space to remove them from

  • Invite to Plan

    • Sends an invite to a member for a specific plan

    • Select the plan, sender (can be any Network Host) and edit the message body (optional)

  • Remove from Plan

    • Removes a member from a specific plan

    • Select the plan and whether to remove them immediately or at the end of their billing cycle.

  • Close Event RSVPs

    • Disables the ability for members to RSVP to an Event

    • Select the Space and specific event

  • Open RSVPs for Event

    • Enables members to RSVP to an Event

    • Select the Space and specific event

  • Award Points

    • Award points to a member.

You can set a delay for any Action and decide exactly when it should occur. Here are the timing options you can choose from:

  • Immediately

  • After 1 Minute

  • After 3 Minutes

  • After 5 Minutes

  • After 10 Minutes

  • After 30 Minutes

  • After 1 Hour

  • After 1 Day

Here are a few examples of how you can use the delay feature:

  • Welcome and Introductions: Delay introducing new members to Spaces or upcoming events, giving them time to settle in and complete their Welcome Checklist.

  • Staggered Onboarding: Create a phased onboarding experience by revealing resources or sending follow-up messages at specific intervals to avoid overwhelming new members.

  • Course Completion Badges: Delay awarding a course completion badge to allow for review or a special congratulatory message.

Managing Automations

In the three-dot menu for the Automation, you will be able to manage the Automation:

  • View/Edit

    • You can edit any field in the Automation

  • Pause/Activate

    • This will pause or resume the Automation.

  • View Automation Logs

    • This will show you a list of logs for the Automation with a timestamp, name of the Automation, message and the member that the action was applied to.

    • It will show up to 200 logs from the last 48 hours (with slight delay).

  • Delete Automation

    • This will fully delete the Automation.

You can also use the search bar to search for Automation or filter Automation by:

Status

  • Active

  • Paused

  • Suspended

  • Disabled

Spaces

  • This will show a list of all your Spaces

You can also see Automation per Space in the three-dot menu > More > View Automation Workflows

Sorted by will give you these options:

  • Date Created (Latest)

  • Date Created (Earliest)

  • Name (A to Z)

  • Name (Z to A)

  • Status

  • Status (Reversed)

Here are some suggestions to try out!

Award engagement on a post

Trigger: Comment on Post

Action: Add a Badge

Close Event RSVPs after the maximum number has been reached.

Trigger: Event Reached Number of RSVPs

Action: Close Event RSVPs

Track your members that convert from a free trial

Trigger: Converted Free Trial of Plan

Action: Add Tag

Invite your Gold Ambassadors to a secret Space

Trigger: Reached Ambassador Level

Action: Add to Space

Offer a Badge to members who complete quizzes

Trigger: Completed Quiz

Action: Add Badge

Reach out to members who cancel to increase retention

Trigger: Canceled Subscription to Plan

Action: Send Private Message

Check out Automations FAQs for more information.

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