Automation Recipes

What are Automation Recipes

Automation Recipes are a pre-defined set of useful automations we’ve developed for common use cases. For example you may want to delete contacts after a certain period of time.

You can enable a pre-set automation Recipe with just a few clicks, rather than having to manually create the automation from scratch.

Automation Recipe Requirements

Some of the Automation Recipes require cron jobs to run and perform their actions. All the Automation Recipes use the WordPress cron system to run.

Because of that, you must have a server cron enabled that ensures your site regularly gets a page view. Additionally, the disable front end setting must be set to off, otherwise the WordPress cron won’t run.

How Recipes Work

Access Automation Recipes by going to Tools > Automations from the top menu on any Jetpack CRM admin page, and clicking the “Recipes” button at the top right.

From there, you’ll see a list of available Recipes. The bottom left corner of each Recipe shows you if the Recipe is enabled (on) or disabled (off). The bottom right corner of each Recipe tells you if it requires cron.

To enable a Recipe:

  1. Click on the Recipe.
  2. Click the “Turn On” button.

To disable a Recipe:

  1. Click on the Recipe.
  2. Click the “On” button.

Once the recipe is on, it will run automatically and save you the time in doing it yourself.

Automation Recipe Stats

After a Recipe has been enabled, you’ll also see the Recipe’s stats when clicking on the Recipe to view it. The stats include:

  • When the Recipe was created (this is usually the date you installed the Automations extension, since that’s when the Recipes were created/installed on the site)
  • The last time the Recipe was run
  • How many times the Recipe has run

Manually Run a Recipe

While viewing a Recipe, you can click the “Run Now” button to force the Recipe to run. This can be useful if you want to make something happen without waiting for the next automated run.

While Recipes make things a bit easier for you, you’re not limited to using pre-set Automation Recipes. You can also create as many custom Automations as you’d like.

Updated on June 27, 2023

Was this article helpful?

Related Articles

Still not found an answer?
If you've searched the knowledge base and still can't find a solution, please submit a ticket.