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, Delays, Goals
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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