Automations Explained

Automations watch your data and act when a customer matches. Campaign and task automations share one set of triggers and filters, so the same event or date can drive outreach and follow-up work. Their actions remain separate.

Manage campaign automations on a campaign's Automations tab. Manage task automations from the Automations button on the Tasks page.

The Two Actions

Campaign automations do one of two things when they fire:

• Enroll into a campaign: add the matching customer to a target campaign.
• Remove from campaign(s): take the customer out of outreach, with a final status of Completed or Failed, scoped to any active campaign, campaigns in chosen suites, or specific campaigns. This is your safety valve: one exit automation can stop everything for a customer the moment a condition is met.

Task automations create one or more task templates. Each template controls the task title, description, tags, priority, and due offset. The task is assigned to the member assigned to the customer. If the customer has no assigned member, task creation is skipped.

Behind the scenes careCycle files enrollment automations into two categories: entry (triggered by data, like a new policy) and intra (triggered by another campaign completing or failing). You never pick the category; it follows from the trigger you choose, and intra automations are what chain campaigns together.

The Triggers

Triggers come in four families, exactly as the builder groups them:

Data created or changed: Lead Created, Customer Created, Policy Created, and Policy Status Changed (with one or more From and To statuses; an empty side means any status). These fire the moment your book changes, which is what makes speed-to-lead and welcome calls automatic.

Date based: Date-Based (a policy date like Effective Date or Renewal Date, offset by up to 365 days before or after), Birthday (annually on the customer's date of birth, with an optional "At age" so you can target exactly the 65th), and Day of Year (a fixed calendar day, like September 1).

Campaign based: Campaign Completed and Campaign Failed (watch a source campaign and act on its outcome) and Time In Campaign (after a customer has been in a campaign N days, most useful for exits).

Task based: Task Completed (when a task with a chosen tag is marked Done or Cancelled, with an optional linked-policy status restriction).

The same trigger choices are available for campaign and task automations. customer_field_changed remains supported for existing automations but is not currently shown in the builder. The retired policy_changed value is rejected for new campaign automations.

The Filters

Campaign and task automations use the same filters. Leave them empty and the automation applies to everyone the trigger matches; add conditions and combine them with Match ALL / Match ANY groups, nested as deep as needed. You can filter on policy status, type, subtype, subsidy amount, carrier, and dates; customer state, language, and age; lead source; custom fields; and campaign membership.

For a policy-scoped trigger, policy filters inspect only the policy that caused the event. This includes Policy Created, Policy Status Changed, Date-Based, and a Task Completed event linked to a policy. Other triggers evaluate policy filters against all of the customer's policies and match when any policy qualifies.

Why This Is the Journey

Put the pieces together and the lifecycle runs itself: a policy is created, an entry automation enrolls the Welcome Call; the Welcome Call completes, an intra automation enrolls the Approval Check-In; a renewal date approaches, a date-based automation enrolls the review campaign; and an exit automation retires anyone who should no longer be contacted. Nobody remembers to do any of it, which is the point.