Add an Automation


Purpose: Automations allow you to automate and personalize your customer's journey. Automations can be used to follow up with leads, remind customers of other purchase opportunities, remind team members to contact a lead, and even send a customer a happy birthday message

Automations consist of Triggers, Actions, Conditions, Goals, and Delays


To add an Automation follow these steps:


1. Click Automations from top menu bar


2. Click New Automation



3. Enter the Automation Name


4. Choose Automation Object


5. Click Save



6. In the Trigger step, select Click to set automation trigger



7. Choose the Trigger you would like to pair with the automation


8. Complete the Trigger Settings (the available options will differ based on the trigger you have chosen)


9. Click Save



10. Build out your Automation by clicking the "+" or clicking and dragging Actions, Conditions, DelaysGoals


Add_an_Automation_5.gif


11. When the automation is complete, click Save


12. Once you are ready for your automation to run, update the Active? Toggle


Note:  Until you activate your automation, it will be saved, but will not run



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