EAM is an administrator access only area for managing and pushing enterprise automations to teams. This will provide your Marketing team and administrators the ability to standardize both contact and transaction based automations and copy them to one, some or all teams with a few clicks. Aidium designed EAM to be a game-changer for ease of use in building out, maintaining and standardizing common and complex setups in your enterprise to better support your teams.
This will also provide the ability to create and copy a standard set of Contact Statuses, Transaction Statuses (aka, milestones) and Contact Tags - giving across the board consistency and quick modifications across your enterprise or targeted to specific or groups of teams.
To access EAM - Click on the Enterprise drop-down at the top-left and choose 'Automation Management'
Next, the EAM page will display. This will give you access to create, edit, adjust or delete any Enterprise Automations, Contact Statuses, Transaction Statuses and Tags - as well as Custom Fields for Contacts, Transactions and Users.
In this article, we will review the following sections of EAM:
- Automations
- Contact Statuses
- Transaction Statuses
- Tags
- Custom Fields - Contacts and Transactions
- User Custom Fields
- Video Walk Through
Automations
This is where your marketing and automation team will build all enterprise automations. Each automation built can be copied to any team within your enterprise on an individual basis, multiple or all automations at once. You also have the ability to choose individual teams, multiple teams or all teams to copy the selected automations to.
It's important to understand that EAM is the perfect springboard to add automations that you may want to share with multiple teams. You or anyone with access to a specific team can still build an automation specific to that team - however, that automation will not be available in EAM
⚙️ If you're not familiar with automations and how they work, just follow this link
⚙️ To learn how to duplicate and existing automation, click here
Contact Statuses
Just like in Team Settings, you can add all the standardized Contact Statuses in EAM. This is a great way to initially setup any new teams by copying down a single automation that will add some or all statuses and in the order you want them to display.
A contact status is an efficient and consistent way to trigger an automation to assign or to cause an automation to un-assign. Additionally, you can use an automation to update a contact status at any point from within the automation.
For ease in building automations, you should add any contact statuses that will be required in their respective automation.
To add a new status, start by clicking 'Contact Statuses' in the left menu group. Then, click on the '+ Add Contact Status' button at the top-right. Finally, type or paste the new status. Give it a moment to verify the status name does not already exist. Once the 'Create' button turns dark yellow, click it to finish. See the animated GIF below. Continue using the above steps until you have added all needed statuses.
Transaction Statuses
Just like in Team Settings, you can add all the standardized Transaction Statuses in EAM. This is a great way to initially setup any new teams by copying down a single automation that will add some or all statuses and in the order you want them to display.
A transaction status is an efficient and consistent way to trigger and/or un-assign an automation. If your Enterprise utilizes an LOS (loan origination software), the transaction statuses should match exactly the milestones as they are passed by your LOS.
For ease in building automations, you should add all transaction statuses that will be required in their respective automation. It is also suggested that you add all potential milestones from your LOS as transaction statuses - this will help ensure you setup each new team with each transaction status in loan chronological order. You can learn more about this in our Team Setup with EAM article coming soon.
To add a new status, start by clicking 'Transaction Statuses' in the left menu group. Then, click on the '+ Add Transaction Status' button at the top-right. Finally, type or paste the new status. Give it a moment to verify the status name does not already exist. Once the 'Create' button turns dark yellow, click it to finish. See the animated GIF below. Continue using the above steps until you have added all needed statuses.
Contact Tags
Tags are an efficient and effective way to tell the story of a contact while also enrolling or un-enroll contacts in automations. Additionally, tags can be added using automation actions to update contacts as they progress through a team's process.
Just like with contact and transaction statuses, these can be added to a team by including within an EAM automation that is copied to a team.
To add a new tag, start by clicking 'Tags' in the left menu group. Then, click on the '+ Add Tag' button at the top-right. Finally, type or paste the new tag. Give it a moment to verify the status name does not already exist. Once the 'Create' button turns dark yellow, click it to finish. See the animated GIF below. Continue using the above steps until you have added all needed tags.
Custom Fields - Contact and Transaction
Just like in Team Settings, you can add custom fields in EAM. This is a great way to ensure all teams have and maintain all custom fields dictated on the Enterprise level. Once a Contact or Transaction custom field is added, it can be used as entrance and exit conditions in their respective automation types. Additionally, any custom field added though EAM is managed by administrators and cannot be deleted by standard users.
To add a new custom field, start by clicking either 'Contact Custom Fields' or 'Transaction Custom Fields' in the left menu group. Then, click on the '+ Add Custom Field' button at the top-right. Type the new field name, then choose the data type (Text, Number or Date). If desired, the Merge Field Name can be edited. Once satisfied, click the 'Create Custom Field' button at the bottom-right.
See the animated GIF below. Continue using the above steps until you have added all needed custom fields. After adding each new custom field, they will automatically be pushed down to each team.
After added the custom fields above, the below image shows how the new contact custom fields will display within a team. Team custom fields are independent of the enterprise and can be edited or deleted, which the 'Enterprise Controlled' custom fields can only be edited by an administrator through EAM.
It is important to note that all custom fields will display and act similarly, whether added by a team or though EAM. This includes Contacts, Transaction, as well as each automation type.
Note: When adding a custom field in EAM that already exists in a team, it will merge with the team's existing custom field. This does require the 'Merge Field Name' to match, rather than the 'Field Name'. Therefore, if the 'Merge Field Name' matches, they will merge - and if the 'Field Name' in the team is different, the system will simply merge and update the 'Merge Field Name' to match the new custom field in EAM.
User Custom Fields
In each User Profile, there are a series of default fields used to customize information about the user. By utilizing User Custom Fields, we can additional fields to capture more information for use as merge fields in communications (based on the user who is sending the communication).
There are 4 main data types that can be used for each field:
- Text - open text field that can contain any data
- Number - limited to any number
- Date - limited to a specific month, day, year
- Link - which includes both a URL and 'Display Name'
Just like with other Custom Fields, a 'merge tag' will be created and available for using throughout any communication, where direct, mass action or through an automation.
Once added, the new Custom User Field will immediately be available to all Users in our Enterprise.
🚧 Only an Enterprise admin can manage User Custom Fields. They are not available to create at the User or Team level.
Video Walk Through
In this video, we will walk you through finding EAM page and all the menu options and what they mean.
👍 This concludes an introduction to EAM. Click here to view the next in our EAM series.