Copying All Automations from one team to another is an easy way to distribute automations from a single team to as many teams at once as you need.
To begin, it's recommended that you create a Team in your Aidium Enterprise that is designed specifically for copying a single or a few automations to each team at a time. In the video below, we have a team named, "A - Automation Copy". This team has no users and is accessible by only admin accounts.
Additionally, we also have a team named. "A - Automation Master", which will contain a master copy of all default automations. We will use this team to copy all of the standard automations when adding new Teams to our Enterprise.
- Copy a single automation to Teams
- Copy all standard automations to a new Team
Copy a single automation
Using a team specifically for building, testing and distributing automations is a great way to:
- Distribute and assign Newsletters.
- Distribute new nurture automations.
- Distribute new loan (transaction) milestone automations.
- Distribute just about any other automation that will work for more than one team.
In this video, we'll show how to copy a single automation (Realtor Monthly Newsletter) to multiple teams and how to activate the automation after it is copied.
⚠️ When each team copy is complete, you'll receive an email to the address used to log in. If you do not see a confirmation email, be sure to check your spam or junk folder.
Copy a set of automations to one or more teams
Having a master set of automations in a single team is a great way to quickly onboard and activate a new team in Aidium. In the below video, we'll demonstrate how to copy all automations from a master team into a new team. In this case, we named the team, "A - Automation Master".