Set Up a New Automation

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Written by Steven
Updated 1 year ago

To set up a new Automation, go to the "Marketing>Automations" tabs.

Next, click the "New Automation" button.

Name your new automation and select your "Trigger Condition".

(The Trigger Condition is what causes this automation to happen.)

Next, select your "Action".

(This will be what happens when the trigger is completed.)

Then decide if you want a Sub Action to happen once this automation is complete.

You can select the "Review Before Execution" box to create the need to approve or reject the automations before they happen.

This is what the automations waiting approval look like on your dashboard:

Once you have selected all information for the automation, click the "Add Automation" button.

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