With Thrive Automator, you will be able to build automated workflows between various plugins from your website.
The process behind an automation is simple - you can basically configure what happens on your website when a certain action is performed. You can set up triggers that are fired when events (or actions) occur, and even filter them based on various criteria configured by you.
And all this is an automated event, that you only need to set up once. Afterward, the workflow will take place automatically whenever the triggers are set off.
Let's have a look at an actual example, such as adding to an autoresponder all your new WordPress users that have enrolled after a certain date.
You only need to set up a trigger (e.g. "User creates new account"), a condition if you want (but this is not a mandatory step), and the action (e.g. "Add user in autoresponder"):
Another example would be to automatically enroll in a Thrive Apprentice course all users that complete a quiz from your website and get a certain result.
So, in this case, the trigger would be "User completes quiz", then you can add two conditions in which you basically select the quiz that needs to be completed and well as the result that needs to be obtained in order for that user to be enrolled in your Thrive Apprentice course:
Keep on reading this article if you want to learn about the Thrive Automator dashboard, about how you can navigate it, and use the available triggers, actions, and filters in order to get your first automation up and running.
Thrive Automator Dashboard
After you install and activate the plugin, you will be able to find it in the Thrive Dashboard:
As soon as you click on it, you will be taken to this view where you can create your first automation:
So, naturally, since this is the first time you will be using Thrive Automator, the dashboard will be empty. Here's where you will be able to create your first automation.
The first tab, "Automator" will show you an overview of all your automations. You can access each of them individually, as well as create new ones if you want:
Furthermore, you can navigate between various automation and triggers from the left sidebar, simply by clicking on the one you want to access:
Next, from the same left sidebar, you can also access the "Logs" tab:
In this dashboard, you will be able to access information about when certain automation has been executed, deleted automation, etc:
These articles from our knowledge base might be useful to you if you want to learn more:
Triggers, Actions, Filters
Just as already mentioned, the triggers that you configure here will set a workflow into motion that will result in an action that Thrive Automator does for you.
There are numerous examples of workflows that you can set up in Thrive Automator and you can make various combinations between all kinds of triggers, actions, and filters in order to achieve the desired result.
Here are several examples of automations for which we have created step-by-step tutorials:
When you are working on your automation, the first thing you need to do is set up a trigger. They will be setting off the entire automation:
There are several "Triggers" you can use, so feel free to browse the list and select the one that best suits your needs:
The basic principle that lies behind an automation is when <an event happens>, then <an action will take place>.
After you select your start trigger, you ca proceed to adding a condition for it, if you want. As mentioned earlier, this is not mandatory, and can also be done at a later stage in the workflow, with the help of a filter (which is explained further along in this article).
However, if you would like to set up from the beginning a condition that needs to be met in order for the trigger to start, then you can do it at this point of the automation.
In the below example, I've selected the start trigger (1), and then added two conditions. The automation will only trigger if both of them are met.
The user basically needs to complete a certain quiz from my website (2) and also get a certain result (3), and only when these two conditions are met the automation will start:
In Thrive Automator, the actions are just as important as the triggers, as each trigger will set off a certain event:
If you open the drop-down list you will be able to decide what happens after the trigger is set off:
Use the action that you want based on the desired outcome. So if you want to grow your mailing list, then choose "Add user in autoresponder", if you want to trigger Thrive Ultimatum campaign, then choose "Start an Ultimatum Campaign", if you want to enroll users in your Thrive Apprentice courses, then choose "Enroll user in course" and so on.
The available filters can help you create very targeted automations. They can be used to isolate triggers so that they are only fired on certain occasions:
This is identical to the conditions that you can configure after selecting the start trigger, mentioned earlier in this tutorial.
The filters work by the "only if" type of rule, which means that the configured triggers settings will have to meet certain criteria in order to set off an event:
You can get as specific as you want with your workflow, and even set multiple filters and actions to take place after the trigger is set off.
Lastly, besides the already mentioned features, you can also set delays and create really complex automations.
The delays can be used if you want an action to happen only after a certain amount of time has passed:
The exact amount can be set after you click on the "Filters" icon. You simply have to type in a number in the "Wait for" field (or use the up and down arrows) and then select a value:
Create an Automation
Now that you know how to use the Thrive Automator dashboard and the triggers, actions, and filters, you are ready to create your first automation.
The process is straightforward, and every step takes you progressively to the next phase of your automation.
We have a separate article about creating your first automation which you can find liked here.
I've added below an example of a workflow created for when a user purchases a Thrive Apprentice course that is over 15$.
The trigger (user purchase) will set off an action, which translates into him being automatically enrolled in a premium Thrive Apprentice course, dedicated only for those who already purchased a course that costs over 15$.
I've managed to segment this by using the "Order amount" filter, and I've also added a 1 day delay, before the user is enrolled in my premium course:
The above screenshot shows how the automation should look like.
Given the fact that there are numerous triggers, actions, and filters you can use here, you will be able to create very complex and specific workflows. Feel free to use them in order to create the automation that you need.
Hopefully, this overview was useful to you. Make sure to check out other dedicated resources from our knowledge base, and, as always, don't hesitate to rate this article with a smile if you found it helpful!