- In YoroCRM’s campaign, click the setting icon on the top tight corner and go to “Event Automation”.
- Under Automation Center, choose the scenario “Whenever a status changes to choose status update contact choose field with choose value”.
- Click “choose status” and select the statuses shown below.
- Then click “choose field” to show the custom field in the contact form.
- Now select any custom fields like “num1” from the list given.
- Now choose “Number” to update computed numerical values.
- Then provide required inputs either by entering manually or by choosing from the given value.
- Next choose “Operator” from the drop-down menu to perform certain process.
- Then click “Apply”.
- Next click “Save Automation”.
- If the required update is based on day, month, or year, then choose “Date”.
- Under the “Date” tab, choose day, month, or year as per the required automation.
- Then choose “Start date” and “End Date” or enter manually.
- Then click “Apply” and “Update Automation”.
Another automation is to check all the contact daily and make changes when the conditions are satisfied.
- To run this automation, go to “CRM Administration” on the contact’s page.
- Click “Create Automation”.
- Choose the scenarios for daily check automation.
- Then choose the contact field to check and enter the value to check.
- If the number field is chosen, enter the input value to check.
- If the date field is chosen, choose the current date or provide date date manually.
- Then choose any specific campaign/deal board to add the contact, whenever the condition satisfied.
- Then click “Save Automation”.
