SAC 360º Automation - Identifying Leads that interact with the ad with Tag and Segment

With SAC automation, you can identify your leads through tags and segments, based on their interactions with your ads on Meta.

To create and run this automation, follow these steps:

1. Create an Automation:

• Go to SAC 360° through “Find Services.” Or simply type the name, and the feature will appear.

• Go to the “Automations” section and then click “+ New Automation”;

2. Configure and Save

• Enter a Title: Give the automation a descriptive name.

• Configure a Trigger: Choose a trigger “Interact with an ad (Meta) Can be limited by IDs or set to apply to all ads. It is also possible to include past interactions.

• Define the Condition: Choose a condition of your preference.

• Choose the Action: Modify Lead tags and/or Modify Lead segments

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

3. Run the Automation:

• Start the Automation: Hit “play” to begin execution.

Can be executed for open tickets, or only for those that come in later

Done! Your automation is configured and working.