Creating Automations
To start off head to the Automations tab and create click theCreate button in the top right.
If you cannot see the tab you might still be on your instance overview.
To resolve this take a look at the Quick Start
You can choose from these four different options:
Auto-Dms from comments
Auto-Dms from comments
Keyword-triggered AutoDM
This automation is always linked to a post and is triggered whenever someone comments with a specific keyword. The system detects the comment in real-time and immediately sends a predefined message to their inbox.AutoDMs have multiple use cases and could be utilized for complex onboarding flows or simple announcements within your community.1
Select the Auto-DM from comments option
2
Choose the admin who will create the post
3
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.
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).After finalizing your message, click ‘Create’ to activate the automation.
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.This automation is ‘pending’ until the selected admin publishes thelinked post.
4
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 ✅
Cancelling Automation
Cancelling Automation
1
Select the cancelling automation option
2
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.
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 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)
Direct message (via Skool)
Fill out the ‘Message’ field to compose your Direct Message.
After finalizing your message, click ‘Create’ to activate the automation
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 automationAfter clicking “Save settings,” this pop-up should appear in the bottom right corner. ✅
3
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.
Card-declined automation
Card-declined automation
1
Click on the Card-decline automation
2
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 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)
Direct message (via Skool)
Fill out the ‘Message’ field to compose your Direct Message.
After finalizing your message, click ‘Create’ to activate the automation
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 automationAfter clicking “Save settings,” this pop-up should appear in the bottom right corner. ✅
3
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.G
Period-triggered automation
Period-triggered automation
1
Select the Period-triggered automation
2
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
3
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 automationAfter clicking “Save settings,” this pop-up should appear in the bottom right corner. ✅
If you can’t access the Cancelling or Card Decline automations, you’re on the Pro plan, which has limitations. You can upgrade anytime by reaching out here.
If any issues occurred with installing the tool, please check if you missed any of the steps, or contact us here for further support.