Swivel Automations help streamline repetitive tasks and improve efficiency by automatically triggering actions based on specific conditions.

Supported Automation Triggers

Trigger Type	Trigger
Contact	Contact Created
Contact	Contact Category Changed
Contact	Tags Added
Contact	Tags Removed
Contact	Contact Status Changed
Contact	Product Added from Institution
Contact	Product Added
Contact	Product Status Indicator Added or Changed
Contact	Lead Source Added or Changed
Contact	State Added or Changed
Contact	Zipcode Added or Changed
Contact	Appointment Status Added or Changed
Contact	Event Attendance Status Added or Changed
Date-Based	Birthday
Date-Based	Product Open Date
Date-Based	Appointment Date
Date-Based	Event Attendance Date
Date-Based	Contact Age
Date-Based	Product Issued Date
Date-Based	Product Effective Date

Supported Automation Actions

Action	Description
Send Text	Sends Text Message to the Contact
Send Email	Sends Email Message to the Contact
Add Tag	Automatically apply specified tag(s) to contacts.
Remove Tag	Automatically remove specified tag(s) to contacts.
Add Task	Creates & Assigns a Task to a specific user
Add Note	Adds a Note to the Contact
Assign Agent	May select from Existing Agents
Assign Status	Refers to the Contact Status

Below is a list of recommended automations and step-by-step instructions to create them in your Swivel account.

📌 Note: You must have completed the Text Registration Process to publish automations with the Send Text action.

🔍 Tip: Click the links to learn more about syncing your Email or Connecting Email Domain.

Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.
Complete Step 1: Setup
1. Name:
2. Description (optional)
3. Click Next
Complete Step 2: Triggers
1. From the Triggers list, select:
  1. Contact Status Changed-From the Status drop down, select Active (under client).
2. Click Next.
Complete Step 3: Actions
1. Click the +Add Action button and select Send Email
2. Complete the Send Email pop-up
3. Click Save

Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.
Complete Step 1: Setup
1. Name:
2. Description (optional)
3. Click Next
Complete Step 2: Triggers
1. From the Triggers list, select:
  1. Contact Category Changed- From the Category drop down, select Client.
  2. Contact Status Changed- From the Status drop down, select Active.
  3. Birthday- From the Birthday drop down select On Day Of
2. Click Next.
Complete Step 3: Actions
1. Click the +Add Action button and select Send Email
2. Complete the Send Email pop-up
3. Click Save

Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.
Complete Step 1: Setup
1. Name:
2. Description (optional)
3. Click Next
Complete Step 2: Triggers
1. From the Triggers list, select:
  1. Appointment Status Added or Changed- select Pending to send confirmation, or select Confirmed to send reminder.
  2. Appointment Date- select 1 day before or Day of for Reminder
2. Click Next.
Complete Step 3: Actions
1. Click the +Add Action button and select Send Email and/or Send Text
2. Complete the Send Email and/or Send Text pop-up
3. Click Save

Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.
Complete Step 1: Setup
1. Name:
2. Description (optional)
3. Click Next
Complete Step 2: Triggers
1. From the Triggers list, select:
2. Event Attendance Status-from the Event Attendance Status drop down, select Attended.
  Other options include:
  1. Pending if you want to send reminder and confirmation
  2. No Show if you want to follow-up with guests who registered but did not attend.
3. Event Attendance Date-Select Day of or x Days before for a reminder, x days after for followup.
4. Click Next.
Complete Step 3: Actions
1. Click the +Add Action button and select Send Email and/or Send Text
2. Complete the Send Email and/or Send Text pop-up
3. Click Save

Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.
Complete Step 1: Setup
1. Name:
2. Description (optional)
3. Click Next
Complete Step 2: Actions
1. From the Triggers list, select:
  1. Products Added From Institution- Select desired Institution
  2. Product Issued Date-Select desired criteria
    Please Note: Carriers may have different windows for policy annual reviews and/or renewals. We recommend creating unique automations for each carrier.
2. Click Next.
Complete Step 3: Actions
1. Click the +Add Action button and select Send Email and/or Send Text
2. Complete the Send Email and/or Send Text pop-up
3. Click Save

Navigate to Automations and < click +New Automation to launch the Create Automation Wizard.
Complete Step 1: Setup
1. Name:
2. Description (optional)
3. Click Next
Complete Step 2: Actions
1. From the Triggers list, select:
  1. Product Status Indicator Added or Changed- Select Expired, Lost, and/or Closed
2. Click Next.
Complete Step 3: Actions
1. Click the +Add Action button and select Add Task
2. Complete the Add Task pop-up (Be sure to assign user)
3. Click Save