Automations

Automations

Learn to scale your Account Based Marketing Initiatives by automating previously manual, time consuming operational activities.

About this course

What You’ll Learn:

  • Understand what automations are within Orchestrate
  • How to build automations for both people and accounts
  • Example use cases for each stage of your funnel
  • How to review your automations

Who Should Take This Course:

This course is designed for Engagio administrators who have purchased Orchestrate. 

 

Time Expectations:

5 short video tutorials and roughly 13 mins and 3 text lessons

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum13 min

  • Introduction to Automations
  • Important Note
  • Example Automations by Stage
  • Aware Stage Automation 4 min
  • Engaged Stage Automation 3 min
  • MQA Stage Automation 4 min
  • Opportunity Stage Automation 1 min
  • Maintaining Automations
  • Automation History
  • Feedback
  • Course Complete
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Understand what automations are within Orchestrate
  • How to build automations for both people and accounts
  • Example use cases for each stage of your funnel
  • How to review your automations

Who Should Take This Course:

This course is designed for Engagio administrators who have purchased Orchestrate. 

 

Time Expectations:

5 short video tutorials and roughly 13 mins and 3 text lessons

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

 

Curriculum13 min

  • Introduction to Automations
  • Important Note
  • Example Automations by Stage
  • Aware Stage Automation 4 min
  • Engaged Stage Automation 3 min
  • MQA Stage Automation 4 min
  • Opportunity Stage Automation 1 min
  • Maintaining Automations
  • Automation History
  • Feedback
  • Course Complete
  • Tell Us What You Think