Copy Automations to Teams with EAM

EAM - Enterprise Automation Management - provides your marketing team and admins access to push/copy automations quickly and easily to any or all Teams within your Enterprise.

Copying one or more automations to teams has never been easier and efficient. Once there are automations setup in EAM, copying them to teams can be done with a little planning and a few clicks. In this article, we'll show you step-by-step how to copy individual and groups of automations to teams.

Privileged access is required for EAM. If you do not have access, contact your Enterprise Admin.

• Copy a single automation to a single team
• Copy multiple automations to a single team
• Copy a single automation to multiple teams
• Copy multiple automations to multiple teams
• Video walk-through

To access EAM - Click on the Enterprise drop-down at the top-left and choose 'Automation Management'.

Copy a single automation to a single team

There can be many reasons for having the need to copy a single automation to a single team. There may be an special automation request from a single team that may be useful for other teams, by request only, new team setup and even team specific post-close "CSM" automation.  In each case, building into EAM would likely be the most efficient method.

1. Once you have the automation created in EAM, simply click the 'checkbox' in that automation preview box on the EAM Automations page. Then, click the 'Copy automations to Team(s)' button at the lower-right.
   
   
   
   
2. Next you will see the following in the drawer that slides-out.
   
   
   
   1. Display of the automation you are going to copy.
   2. Choice of team(s) available to copy the automation to.
   3. Option to copy the automation(s) either 'Enabled' or 'Disabled' - 'Disabled' is the default option.
   
   
3. Next, choose the team you wish to copy the automation to. Then, either leave the automation disabled or chose to enable it upon copying. Once you are satisfied with the options, click the 'Save' button in the lower-right. This will begin the copy procedure in the background. View all of this in the below animated GIF.
   
   After the copy is initiated, you will receive an email once the copy process is completed. The email will be sent to the email address in which you are currently logged-in with. If you do not see it in a reasonable amount time time, be sure to check your 'junk' or 'spam' folder.
   
   
4. To view the automation after the copy process is complete, simply switch to the team you chose in the previous steps and click on 'Automations' in the left menu group.
   
   There you will see the automation(s) you copied and in this case, the automation is 'Enabled'.
   
   
   
   
   

Copy multiple automations to a single team

While there can be many reasons to copy multiple automations to a single team, most often it will be used when activating a new team to get them setup for quick use of Aidium for both marketing and loan (transaction) milestone communication. It can also be a great way to update automations as new team members and support personnel are added.

1. Assuming all automations you plan to copy are completed in EAM, you can either begin 'checking' all of the automations you want to copy, or you can 'check' one automation and then check the 'Select all' button that appears at the bottom. Once you are satisfied with your choices, click the 'Copy Automations to Team(s) button at the lower-right.
   
   
   
   
2. Next you will see the following in the drawer that slides-out.
   
   
   
   1. Display of the automations you are going to copy. When there are many automations being copied, you can hover over this area to scroll through to display all of the automations being copied.
   2. Choice of team(s) available to copy the automations to.
   3. Option to copy the automations either 'Enabled' or 'Disabled' - 'Disabled' is the default. Due to the potential of automatic Contact or Transaction enrollment into automations, when copying many automations at once, you should use caution when enabling multiple automations in a single copy, as unintended consequences can occur.
   
   
3. Next, choose the team you wish to copy the automation to. Then, either leave the automations disabled or chose to enable it upon copying. Once you are satisfied with the options, click the 'Save' button in the lower-right. This will begin the copy procedure in the background. View all of this in the below animated GIF.
   
   After the copy is initiated, you will receive an email once the copy process is completed. The email will be sent to the email address in which you are currently logged-in with. If you do not see it in a reasonable amount time time, be sure to check your 'junk' or 'spam' folder.
   
   
   
   
4. To view the automations after the copy process is complete, simply switch to the team you chose in the previous steps and click on 'Automations' in the left menu group.
   
   There you will see the automations you copied and in this case, the automations are 'Disabled'.
   
   
   
   

Copy a single automation to multiple teams

The most common use of copying a single automation to multiple teams are for Newsletters or Company Broadcast, a new Nurture Campaign or a new Loan (Transaction) Milestone Automation. This is an incredibly easy way to push out company-wide communications with consistency, brand standards and marketing compliance. Best of all, with the right planning and setup, you can distribute and send communications without requiring or asking users to lift a finger.

1. Once you have the automation created in EAM, simply click the 'checkbox' in that automation preview box on the EAM Automations page. Then, click the 'Copy automations to Team(s)' button at the lower-right.
   
   
   
   
2. Next you will see the following in the drawer that slides-out.
   
   
   
   1. Display of the automation you are going to copy.
   2. Choice of team(s) available to copy the automation to. Note that you can check, 'Select All' to choose all teams.
   3. Option to copy the automation(s) either 'Enabled' or 'Disabled' - 'Disabled' is the default option. When copying things like Newsletters that automatically enroll contacts and have Delay by Date action, it can be a great time-saver to copy as 'Enabled'.
   
   
3. Next, choose the teams you wish to copy the automation to. Click, 'Select All' to choose all teams at once. You can always un-check any teams that you do not want the automation copied to. Then, either leave the automation disabled or chose to enable it upon copying. Once you are satisfied with the options, click the 'Save' button in the lower-right. This will begin the copy procedure in the background. View all of this in the below animated GIF.
   
   After the copy is initiated, you will receive an email once the copy process is completed. The email will be sent to the email address in which you are currently logged-in with and will list out each of the Teams you chose to copy to. If you do not see it in a reasonable amount time time, be sure to check your 'junk' or 'spam' folder.
   
   
   
   
4. To view the automation after the copy process is complete, simply switch to any team that you chose in the previous steps and click on 'Automations' in the left menu group.
   
   There you will see the automation you copied and in this case, the automations are 'Enabled'. 
   
   
   
   

Copy multiple automations to multiple teams

Copying multiple automations to a multiple teams, is commonly done when activating new teams at the same time to get them setup for quick use of Aidium for both marketing and loan (transaction) milestone communication. It can also be a great way to distribute a new series of automations to all or some teams in your enterprise.

1. Assuming all automations you plan to copy are completed in EAM, you can either begin 'checking' all of the automations you want to copy, or you can 'check' one automation and then check the 'Select all' button that appears at the bottom. Additionally, you can 'un-check' any automation that you do not want to copy at this time. Once you are satisfied with your choices, click the 'Copy Automations to Team(s) button at the lower-right.
   
   
2. Next you will see the following in the drawer that slides-out.
   
   
   
   1. Display of the automations you are going to copy. When there are many automations being copied, you can hover over this area to scroll through to display all of the automations being copied.
   2. Choice of teams available to copy the automations to. You can individually 'check' the teams you with to copy to, or you can choose 'Select All' to automatically 'check' all available teams. From there, you can then 'un-check' the teams you do not wish to copy to.
   3. Option to copy the automations either 'Enabled' or 'Disabled' - 'Disabled' is the default. Due to the potential of automatic Contact or Transaction enrollment into automations, when copying many automations at once, you should use caution when enabling multiple automations in a single copy, as unintended consequences can occur.
   
   
3. Next, choose the teams you wish to copy the automation to. Then, either leave the automations disabled or chose to enable it upon copying. Once you are satisfied with the options, click the 'Save' button in the lower-right. This will begin the copy procedure in the background. View all of this in the below animated GIF.
   
   After the copy is initiated, you will receive an email once the copy process is completed. The email will be sent to the email address in which you are currently logged-in with and will list out each of the Teams you chose to copy to. If you do not see it in a reasonable amount time time, be sure to check your 'junk' or 'spam' folder.
   
   
   
   
4. To view the automation after the copy process is complete, simply switch to any team that you chose in the previous steps and click on 'Automations' in the left menu group.
   
   There you will see the automation you copied and in this case, the automations are 'Disabled'.
   
    
   
   

Video walk-through