{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c0997bf98b9f4e8e92a93cf9e1a30277\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c0997bf98b9f4e8e92a93cf9e1a30277-b07aa5d12b6b6ff9.gif","duration":3561.04,"title":"Swivel Automations Webinar Training","description":"In this Loom, I walk through swivel automations, how they differ from workflows, and the core building blocks of trigger, conditions, and actions. I build a few practical examples including an annual review reminder tied to policy issue date, appointment reminders tied to appointment type and status, birthday emails and texts, and missed appointment and lead management drips with delays. I also cover new automation enhancements like triggers for opportunity creation and when contact notes are added. I ask you to share questions and use cases, and I encourage you to follow along and implement these in your account by publishing your automations."}