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Set Up a New Automation

Updated over a week 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.

Once you have selected all information for the automation, as well as added any notes or tags, click the "Add Automation" button.

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