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How Can I Set Up Automations in My Mighty Network?
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 Workflow 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).

How to Create an Automation Workflow

To create a workflow go to Admin > Members > Automation

Select “Create Workflow”

First, name your workflow 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 workflow 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

  • 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 Network

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

  • Left Network

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

  • 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 on a free trial completes payment for a plan

    • 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

  • 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 Posts Created

    • Occurs when a member creates a specified number of posts (all types)

    • Select the target number of posts (ie: 20)

    • This applies to all post types from all Spaces and does not apply to Hosts or moderators

  • Reached Ambassador Level

    • Occurs when a member reaches a new Ambassador Level

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

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

  • Send Private Message

    • Sends a message to a member

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

  • 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

Managing Workflows

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

  • View/Edit

    • You can edit any field in the workflow

  • Pause/Activate

    • This will pause or resume the workflow.

  • View Workflow Logs

    • This will show you a list of logs for the workflow with a timestamp, name of the workflow, 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 workflow.

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

Status

  • Active

  • Paused

  • Suspended

  • Disabled

Spaces

  • This will show a list of all your Spaces

You can also see workflows 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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