Playbooks - SimpleNexus Automations

Adding a guided automation with your SimpleNexus integration is quick and easy by utilizing Playbook Automations. With a few clicks, you can stay in front of your clients and send them the information when they need it.

Aidium's Playbook Automations are consistently being updated with fresh and timely ways to communicate with your leads, borrower and business partners. By utilizing the offerings, not only can you be communicating effectively quickly and with little effort, but you can also stay up to date with fresh content.

In this article, we'll show how to:

• About the SimpleNexus Automations
• Find and Add a New SimpleNexus Automation
• Adjust Entry Conditions
• Edit the Communication Actions in New Automation
• Enable the New Automation

About the SimpleNexus Automations

Aidium provides two playbooks for the SimpleNexus Integration. They are:

1. Abandoned Loan Application
   1. Driven by when a contact is Type = CLIENT and Tag = SimpleNexus Application Abandoned.
   2. Stop on Reply is active. If your contact responds to your SMS or email, they will be removed from the automation.
   3. Includes 2 SMS messages and 1 email.
   4. Exit Criteria: Tag = SimpleNexus Application Completed
2. Submitted Loan Application
   1. Driven by when a contact is Type = CLIENT and Tag = SimpleNexus Application Completed.
   2. Stop on Reply is active. If your contact responds to your SMS or email, they will be removed from the automation.
   3. Includes 1 SMS messages and 1 email.

Find and Add a SimpleNexus Automation

To begin, we'll start by going to the Automations page and then clicking on "Browse Playbooks" at the top-right of the page.

1. Next, the Playbooks pop-up will display, and we'll choose "SimpleNexus" from the categories list on the left.
   
   
2. After the SimpleNexus automations have loaded, we'll find the automation we're looking for. We can preview the automation by hovering over an automation and then clicking the "See Details" button.
   
   This will then display all what the automation will look like and give us a description of the purpose. When we want to add it to our team, we'll click the "Create Automation from Playbook" at the top-right. Doing so will add the automation to our Team and take us directly to the new automation for any editing we want to do.

Adjust Entry Conditions

Entry conditions are how we determine which contacts will receive this automation. It's important to make sure the conditions meet our intended contacts. To learn more about entry conditions, click here.

1. Both SimpleNexus automations will be setup with these 'Entry Conditions'.
   Type = CLIENT
   
   This will also display the number of contacts in each condition to show us the how many contacts will meet each of those conditions AND the total number.
   
2. In this case, Type = CLIENT -and- Tag = SimpleNexus Application Completed will drive onboarding clients.
3. Entry conditions can be adjusted as many times as necessary, as long as it's done before enabling the automation. Since the "Enroll existing records" is already enabled, we won't have to turn that on to automatically add this automation to the eligible contacts.

👍  This concludes updating entry conditions - to learn more, click here

Edit the Communication Actions in New Automation

Playbook automations are designed to work well just as they are but are also editable or customizable to fit out team's desires and messaging.

First, we'll scroll down to the 'Actions' section. This is where each action that takes place in this automation lives. In this case, we'll see:

• Action 1: Delay by: 2 minutes.
  This will pause the automation until 2 minutes has passed since the client was onboarded to the automation.
• Action 2: SMS to the Contact and From the Contact Owner
  This will send a SMS after Action 1 has completed
• Action 3: Delay by: 5 minutes.
  This will pause the automation until 5 minutes has passed since the SMS was sent.
• Action 4: Email to the Contact and From the Contact Owner
  This will an email after Action 3 has completed.

By clicking on an action, we can adjust or edit. In this case, we'll update Action 4 - Email. We like the email just as it is, but want to adjust the email Subject.

Enable the New Automation

When enabling a SimpleNexus it will immediately assign to all contacts that meet the entry conditions we setup above, if enroll existing contacts was enabled.

It's important to review each section of an automation before enabling it.

There are two ways to enable (turn-on) an automation.

1. From within an automation:
   
2. From the Automations page: