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04 Automation practice: Unlock widget

Written by Marie Xhauflair

A widget in the stream does nothing on its own. It needs an automation to actually show it to anyone. Here is how to set that up, the fast way and the manual way.


What you will be able to do after this

  • Create an automation linked to a widget

  • Apply the recommended method for setting up widget automations

  • Recognise the alternative method and when to reach for it


Method 1: Start from the widget (recommended)

The fastest way to create a widget automation is directly from the widget itself.

  1. Go to Behaviour > Stream

  2. Click the + button next to the widget you want to unlock

  3. The platform automatically adds a clear automation name and pre-selects the event type

  1. Click Save. The action is already pre-filled as Unlock widget: [name of widget]

  2. Add your condition, for example Is group → Belgium

  3. Click Save and enable the automation

✏️ Why this is the better route

The action is pre-filled and already linked to the right widget. Fewer clicks, fewer chances to link the wrong thing.


Method 2: Build it from widget settings

Useful if you are already deep in a widget's settings and do not want to jump back to the stream.

  1. Go to Behaviour > Stream

  2. Click the widget you want to unlock, for example Module 1, Belgium

  3. Scroll to Applied automations

  1. Click Create automation. You will land in Behaviour > Automations

  2. Click + Create automation and set it up manually:

    • Add a title

    • Choose the event type

    • Add the condition

    • Add the action: Unlock widget [name of widget]

  3. Save and enable the automation

🚧 Be careful

This method needs the action added by hand. Forget to select "Unlock widget", and the automation quietly does nothing.


Recap

Two ways to unlock a widget:

  • Method 1: the + button in the stream. Faster, fewer errors.

  • Method 2: the Applied automations box in widget settings. More manual, more control.

Either way, the widget is only step one. You still need a second automation to unlock the content sitting inside it.


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