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GoldMine Consulting Experts Process Design

GoldMine's Automated Process:

Automated Processes allow you to set up a series of predefined actions to be performed on any group of contacts in the database, automating routine tasks. Several of the actions, or events (Step-by-step instructions contained in an Automated Process, or track, that GoldMine must evaluate to perform a specified series of activities. An event consists of a trigger and an action. An Automated Process consists of a sequence of one or more events), can be linked together to form a track (A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process.)

Automated Processes have two main components: tracks and events. The events within each track are set to perform an action when triggered by a defined condition. See screenshot below.

GoldMine Process Design

Contact our GoldMine tech consultants to help you define an
Automated Process designed specifically to your needs.


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