At Uncanny Owl, our team works hard to understand what people are doing with Automator…
Uncanny Automator 5.1 releases are now available for download! We’re excited to introduce several new integrations, as well as an incredible new tool for Automator Pro users.
New Automator 5.1 Integration: EDD Recurring Payments
The free version of Uncanny Automator 5.1 adds 2 new integrations, the first of which is the Easy Digital Downloads Recurring Payments plugin. This addon for EDD makes it possible to sell subscriptions (and it’s what we use ourselves to power recurring payments on this website). Automator 5.1 adds 1 new trigger and 1 new action:
- New trigger: A user subscribes to a download
- New action: Cancel the user’s subscription to a download
There are lots of possible use cases here, like tagging a user in a CRM or logging the transaction for reporting when a user subscribes to a download, or even cancelling a subscription when users submit a cancellation form.
New Automator 5.1 Integration: Mautic
Mautic has been a popular request from Automator users. In 5.1 we’ve added the ability to create or update a Mautic contact in your Automator recipes, enabling contact creation or updates based on user activity on your WordPress site. Let us know what else you want to be able to do with Mautic!
New in Automator Pro: Run Now
For Automator Pro users, the Run Now integration completely changes what you can do with recipes, especially if you use loops. Normally, a recipe runs when some WordPress activity happens, like a user completing a course. When that trigger is detected, the recipe automatically runs actions, like sending the user a coupon code. But what happens if you just want to run some actions and don’t really need a trigger?
In that last recipe example, maybe you just want to email that coupon code to all users that have completed the course at once. Or maybe you want to run a maintenance operation, like take all users with a certain Paid Memberships Pro membership and add them to a BuddyBoss group. In both cases, there’s no real trigger to use–you just want to run things. And with the new Run Now integration, that’s exactly what happens.
Here’s what that last recipe looks like when set up as a Run Now recipe:
Notice how there’s a new Run now button added to the sidebar when it’s a Run Now recipe. You don’t have to set it to live first; you simply “run” the recipe, right from the recipe edit page. And in this example, when the button is clicked Automator will loop through all non-admin users, find any with an active All Access Pass membership, and add those users to a BuddyBoss group.
We’re really excited to see how Automator customers use the new recipe type to send out email campaigns, perform maintenance functions, create instant reports (yes, we could have easily swapped out the action to add the user to Google Sheets, thereby creating an instant report of all users with an All Access Pass from this page) and more. Let us know in the comments what some of your best recipes for Run Now are.
New integration: Bitly
Automator Pro users gain 2 additional integrations in the 5.1 release. The first is Bitly, which is a URL shortening service and link management platform. Paired with Automator, it’s really easy to shorten a URL, add that URL as a token to your actions, and then use Bitly reporting and analytics to monitor how that URL performs.
Automator Pro includes 1 action for Bitly: Shorten a URL. It works as you might expect, so perhaps when you create a new post and share it on social, you replace the full, long URL with the Bitly URL and gain access to better analytics across the social platforms where Automator shares it.
Pro Triggers & Actions for EDD Recurring Payments
While the free version of Uncanny Automator introduces the basics, Pro users get a number of additional options for the Recurring Payments plugin:
- New trigger: A user cancels a subscription to a download
- New trigger: A user’s subscription to a download expires
- New action: Delete a customer that matches an email
- New action: Set a subscription download to expire on a specific date for the user
There are lots of additional use cases here. When a customer cancels their subscription, tag them in a CRM and notify the retentions team in Slack. When a subscription expires, remove a CRM tag and send the user a discounted offer to renew.
The integration also adds 2 conditions for EDD Recurring Payments:
- The user has an active subscription to a specific download
- The user does not have an active subscription to a specific download
Other new additions
While there are a lot of new options in the Pro release, there are a few important ones that we want to draw attention to.
AffiliateWP gains a trigger for A WooCommerce product is purchased using an affiliate referral.
We saw confusion from Gravity Forms users about how best to structure recipes linked to registration. Was it better to have Gravity Forms create the user, and if so, should an Everyone or Logged in type be used? Or should Automator create the user instead, and how should that recipe be structured? Well, now we have a new “A user registers with a form” trigger, so we can simplify our answer to: “Use that one when Gravity Forms creates the user”.
WooCommerce introduces an action to add a product to an order. We saw a few potential use cases from customers for this one, but one interesting one was adding a product to an order based on the coupon code used to purchase the order. It was kind of like a post-purchase bonus for the user to surprise and delight them. Woo users also get new tokens for full Country and State names; there were some situations where country and state/province codes weren’t sufficient. Finally, there’s a new trigger for “A product in a specific term in a specific taxonomy has its associated order set to a specific status”.
We hope you find the new additions helpful! The utility of “Run Now” really can’t be understated; if you’re a Pro user, you should definitely give it a try.