Creating an Automated Workflow

In the ReviewsInbox, the Automate feature is designed to save time and easily perform tasks that would be very time consuming to do manually. 

For example, in the ReviewsInbox section of the platform, you can assign a user to a specific review by selecting the review, clicking the person icon, and selected User to assign review to, as shown below.

Manually Assign User

That is great for manual one-offs, but what if you want to assign reviews automatically? That is where the Automate filter comes into play. Locate Automate in the top right corner of the ReviewsInbox as shown below. 

ReviewsInbox-Automate

Once inside you can look at existing workflows, in the Automation Center, but also create new ones.   The Automate feature is a series of If-Then statements that are customizable for many different use cases. To continue the example, let's say you have a user, in this case James, that manages one of your locations. If James is supposed to respond to every review for that location you would set it to: When a {review} is {received}, and only if {location} is {ABCD Car Service} then {assign a user} {James Hagedorn} then {notify} user {James Hagedorn}. 

Review Received for Specific Location-Assign/Notify James

This statement will make it so James is assigned any new review for that specific location, and he is also notified within the LocalClarity platform (to notify by email, please use Report Management). 

Hopefully that example shows the workflow of setting up Automations, but let's break down every possible setting. 

When a {Review}

Options: Review; Google listing edit.

(The first choice has two options that lead to two very different paths. Let's start with Review, and then break down Google listing edits more fully.)

is {received} + and only if  {star rating; comment; geography; location; store code; account; group; source; language}

And only if...

There are 9 "and only if" to choose from, each creating it's own unique if-then scenarios. Let's go over the most common one, star rating:

and only if  {star rating} {equals; less than; greater than} {1 star; 2 star; 3 star; 4 star; 5 star}

This is useful to assign or notify a user of negative reviews (less than 3 stars typically) or positive reviews (greater than 3 stars typically). 

The system allows for up to 5 "and only if" per automation. This is not common but would look something like this:

And Only If x5

Once this is complete there is the downwards arrow and the following:

then {assign tag group; assign team; assign a status; notify; assign a user; assign a tag}. The most common choices here are notify, assign a user, and assign a tag. 

Then...

The system allows a maximum of 3 then statements in a single automation. 

Your Review automation is now ready to be created.

When a {Google listing edit}

is {received}

+ and only if  {geography; location; group; account; store code; suggested edit; source}

Remember these are edits done by the public, sometimes in good faith, sometimes nefariously. Commonly, accounts will either mass accept or mass deny updates, so these "and only if" statements are less common, but these can be useful to put these decisions in the hands of your local decision makers. The two most common uses here are location and suggested edit. Suggested edit lets you specify specific Google edits to be notified on:
{suggested edit} is {website Url; additionalPhones: attributes; storeCode; labels; locationName; regularHours; specialHours; address; profile; primaryCategory}

Google listing edit- and only if

After this there is the downwards arrow and:

then {auto-reject update; auto-accept update; notify} 

Choose either to automatically accept or reject any of the defined Google edits, and then you have the option to notify a User as well. 

There are so many different ways to take Automations. Once created all of your Automations will show up in the Automation Center, where you can toggle Automations on/off, edit, duplicate, or delete. Automate away!

For additional help, contact support@localclarity.com

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