The Schedule Automation feature allows you to plan and launch marketing workflows at the exact date and time you choose. Instead of manually triggering campaigns, you can set them up in advance to run automatically ensuring your messages are delivered when they’ll have the greatest impact.
Steps to create a Schedule Automation by Company:
Follow these steps to create, edit, and manage scheduled automation effectively.
Access the Automation section
Click the “Admin” tab in the top navigation bar of the CRM dashboard.
Select the "Marketing", from the Company Dashboard page.
On the Marketing page, click Automations. You will be redirected to the automation page.
On the Automation page, select the Scheduled Automation tab.
To create a new automation, click the “New Automation” button in the upper-right corner.
Once you click . A modal pop-up will appear. Enter a automation name and click the "+" icon to create a new folder or select a folder and click the "save" button.
Click the Add Trigger button. In the modal popup select the date and time to schedule when to trigger the automation.
Note: System will not allow the date and time trigger in past.
Here, you can click the checkbox to schedule the automation for all contacts.
Once you enable the checkbox, trigger conditions will be automatically hidden.
Once the scheduled automation trigger has been added, click Save button.
Next, click the plus icon to add an automation action. In the modal pop-up, select an action from the available options. Example: Send Email to Contact.
Then, choose the required email template and click Add button.
Save and Viewing Automation
If needed, you can use the Exclude Users button to remove specific users from triggering this automation.
To add an end condition to this automation, click the "End Conditions" button to stop the automation trigger when the specified conditions are met.
Click the "Exclude Contacts" button to exclude contacts based on tags. In the modal popup, select the tags to be excluded from the automation, then click "Save" button.
You must activate the automation by switching the toggle from Inactive to Active.
After completing the setup, click Save Automation button to save the automation.
Click Go Back to return the Automation page.
All scheduled automations are available in the Scheduled Automations tab for review.
Action Icons
Action icons are used to perform the following actions:
Toggle the automation status to Inactive to deactivate it.
Click the Pie chart Icon to view the automation stats.
Select the Clone option to create a duplicate of the automation.
Use the pencil icon to modify or update the automation settings.
Click the trash icon to permanently delete the automation.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support