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

Supported Automation Triggers

Only one trigger can be selected at a time.

Trigger Type	Trigger
Lifecycle	Contact Created Only Select this if you want the automation to run only when the contact is first created
Lifecycle	Contact Updated Only Select this if you want the automation to run only when the contact is updated Select from the available fields that can be updated to trigger the automation
Lifecycle	Contact Created or Updated Select this if you want the automation to run either when a contact is newly created or updated Select from the available fields that can be populated/updated to trigger the automation
Date-Based	Birthdate
Date-Based	Product Open Date
Date-Based	Product Issued Date
Date-Based	Product Effective Date
Date-Based	Appointment Date
Date-Based	Product Effective Date

📌 Note: Lifecycle automations will not trigger off of imports or bulk updates.

Supported Automation Conditions

Conditions allow for more specific rules for an automation to run. Conditions are not required for automations to run, however, if used, more than one can be used at the same time.

Condition	Description
Contact Category	Select if you want the automation to run based on if a category (or categories) is included, excluded, or equal to
Contact Status	Select if you want the automation to run based on if a status (or statuses) is included, excluded, or equal to
Tags	Select if you want the automation to run based on if a tag (or tags) is included, excluded, or equal to
Institution	Select if you want the automation to run based on if a product is associated with or not associated with the selected institution(s)
Product	Select if you want the automation to run based on if a product (or products) is included, excluded, or equal to
Product Status	Select if you want the automation to run based on if a product status (or product statuses) is included, excluded, or equal to
Lead Source	Select if you want the automation to run based on if a lead source (or lead sources) is included, excluded, or equal to
Postal State	Select if you want the automation to run based on if a state (or states) is included, excluded, or equal to
Zip Code	Select if you want the automation to run based on if a zip code (or zip codes) is included, excluded, or equal to
Appointment Status	Select if you want the automation to run based on if an appointment status (or appointment statuses) is included, excluded, or equal to
Appointment Type	Select if you want the automation to run based on if an appointment type (or appointment types) is included, excluded, or equal to
Marketing Event Type	Select if you want the automation to run based on if an event type (or event types) is included, excluded, or equal to
Attendance Outcome	Select if you want the automation to run based on if an attendance outcome (or outcomes) is included, excluded, or equal to
Opportunity Sales Stage	Select if you want the automation to run based on if an opportunity sales stage (or stages) is included, excluded, or equal to
Contact Age	Select if you want the automation to run based on if a contact is a specific age Must be a whole number

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

Supported Automation Actions Delays

An optional delay can be set for each individual action in an automation. This can help you be more specific on the timing of when each action occurs.

Delay	Description
No Delay	Lifecycle triggers: there is no delay on the action once the automation is triggered Date-based triggers: the date based action will occur at 9:00am CST once the automation is triggered
Minutes After	Lifecycle triggers: the action occurs after the configured amount of minutes once the automation is triggered Date-based triggers: the date based action will occur after the configured amount of minutes past 9:00am CST once the automation is triggered
Hours After	Lifecycle triggers: the action occurs after the configured amount of hours once the automation is triggered Date-based triggers: the date based action will occur after the configured amount of hours past 9:00am CST once the automation is triggered
Days After	Lifecycle triggers: the action occurs after the configured amount of days once the automation is triggered Date-based triggers: the date based action will occur after the configured amount of days past 9:00am CST once the automation is triggered
Same Day Specific Time	The action occurs at the specific time on the same day the automation is triggered
Future Day Specific Time	The action occurs on a future day at a specific time once the automation is triggered.

🚧 Important: If you are using a date-based trigger, you will have to wait until 9:00am CST the day after you create or enable the automation--unless it was enabled before 9:00am CST for the automation to trigger and the actions to start their delays.

Recommended Automations

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

Email & Text Communication Automations

📌 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.

Send Welcome Email When a Contact Status moves from Pending to Active

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

Send Happy Birthday Email and/or Text

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

Appointment Automations

Send Appointment Reminder/Confirmation Emails and/or Texts

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

Send Follow up Email and/or Text to Seminar Attendees

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

Business Management Automations

Create Reminders for Follow-Ups and Renewals

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

Create Tasks for when a Product changes Status

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

Tasks and Workflows Overview ✅

Tasks or Workflows: Which one to use?

Create & Manage Workflow Templates

Birthday Report

Automation FAQs