Automations are a series of automated actions triggered by user behavior or defined conditions, designed to streamline marketing workflows and deliver timely, relevant messages.
To create a new automation:
Navigate to Marketing > Automations.
Click New Automation in the top-right corner.
Choose an Automation Template, or select Add Blank to start from scratch.
On the Automation setup page, enter a campaign name and description.
Add the email content used in the automation and define the email subject line(s).
Select a sender from the Sender dropdown menu.
In the Schedule section:
Select a Segment or List as recipients
Add wait times between steps
Define conditions to determine which content or path users will receive
Choose one of the following options:
Save Draft to continue editing later
Activate to start the automation immediately