Automations

Select the Auto-DM from comments option

Choose the admin who will create the post

Set a Keyword, Compose your Message & Auto-Tag Recipients

Set the ‘keyword’ users should comment to trigger an automatic direct message.
If desired, assign a tag to be applied to all users who comment with this keyword.

By creating a dedicated tag, you can keep your leads organized and easily filterable within the system - making follow-up and lead tracking more efficient.

Compose your automated ‘direct message’ for users who commented the selected keyword. It’s also possible to upload a file to include in the message (e.g., a video link or PDF).

You can use {firstname} or {lastname} to personalize the message with each recipients’ name. At runtime, Fiducia will then replace these variables to create individual messages.

The keyword is not case sensitive, meaning learn and LEARN is equivalent.

After finalizing your message, click ‘Create’ to activate the automation.

This automation is ‘pending’ until the selected admin publishes thelinked post.

Have the selected admin create the post and attach a call to action

The post should contain the keyword, so the reader knows exactly what to comment. An example post could include:
Comment the word "LEARN" to receive a link to my new course.

Not sure it’s set up right? Comment the keyword yourself to test if you get the message.

This only works with an account that isn’t connected to the community, as you can’t send a message to yourself.

After creating the associated post, the automation should appear as active ✅

Select the cancelling automation option

Select your preferred outreach method.

You can also set up automations for both email and direct messages through Skool.

In order to set up both, create two separate automations for cancellations.

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Choose between these two outreach strategies:

Email

Make sure to fill out both the ‘Subject’ and ‘Message’ fields.After finalizing your message, click ‘Create’ to activate the automation.

After clicking “Save settings,” this pop-up should appear in the bottom right corner. ✅

Direct message (via Skool)

Fill out the ‘Message’ field to compose your Direct Message.

You can use {firstname} or {lastname} to personalize the message with each recipients’ name.

Fiducia replaces each placeholder with the recipient’s name.

After finalizing your message, click ‘Create’ to activate the automation

After clicking “Save settings,” this pop-up should appear in the bottom right corner. ✅

Manage your Automation

You can disable the automation anytime with the green toggle, or delete it using the three dots on thetop right.

The message method is displayed at the bottom.

Click on the Card-decline automation

Select your prefered outreach method

You can also set up automations for both email and direct messages through Skool.

In order to set up both, create two separate automations for cancellations.

​

Choose between these two outreach strategies:

Email

Make sure to fill out both the ‘Subject’ and ‘Message’ fields.After finalizing your message, click ‘Create’ to activate theautomation.

After clicking “Save settings,” this pop-up should appear in the bottom right corner. ✅

Direct message (via Skool)

Fill out the ‘Message’ field to compose your Direct Message.

You can use {firstname} or {lastname} to personalize the message with each recipients’ name.

Fiducia replaces each placeholder with the recipient’s name.

After finalizing your message, click ‘Create’ to activate the automation

After clicking “Save settings,” this pop-up should appear in the bottom right corner. ✅

Manage your Automations

You can disable the automation anytime with the green toggle, or delete it using the three dots on thetop right.

The message method is displayed at the bottom.

Select the Period-triggered automation

Choose a time period after which you want to send a message

Once defined, the message will be delivered based on when members first joined your community

This makes it ideal for automated onboarding sequences, check-in messages, and upsells later down the line

You can of course create multiple of these automations f.e ater 1 day after 7 days and after 1 month

Fill out the 'Direct Message' field to compose your message

ou can use {firstname} or {lastname} to personalize the message with each recipients name.

Fiducia replaces each placeholder with the recipient’s name.

             After finalizing your message, click ‘Create’ to activate the automation

After clicking “Create,” this pop-up should appear in the bottom right corner. ✅

Select the Survey automation

Pick a membership question to auto-tag new members based on survey answers

If no options appear here, there are no membership questions in Skool yet.

To set them up go to Skool plugins, then Membership Questions, and add a multiple choice question with several answer options.

Tip: Here’s an example of a great use case for this automation.

Choose the survey answer you want to use.

To tag multiple answers automatically, create one automation for each answer option you want to include.

Next, choose the tag to auto-assign to members who selected the answer above

If yourtag doesn’t appear here , you’ll need to create it first. Go to the Chat section, open Chat Settings, and create the tag there to use it in automations.”

                       After finalizing, click ‘Create’ to activate the automation

After clicking “Create,” this pop-up should appear in the bottom right corner. ✅