Create a New Automation

Create a New Automation

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:

  1. Navigate to Marketing > Automations.

  2. Click New Automation in the top-right corner.

  3. Choose an Automation Template, or select Add Blank to start from scratch.

  4. On the Automation setup page, enter a campaign name and description.

  5. Add the email content used in the automation and define the email subject line(s).

  6. Select a sender from the Sender dropdown menu.

  7. 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

  8. Choose one of the following options:

    • Save Draft to continue editing later

    • Activate to start the automation immediately

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