How To Use Automation?

In the top navigation bar, click Marketing and select Automation in the sub-navigation menu.

In Automation, click New Automation to create a new automation.

In the popup, give it an automation name, select or create a folder, and click Save.

Click Add trigger to add a new trigger and click the Add button.

With our new AND/OR condition feature, you can now add multiple triggers using both AND and OR logic, providing greater flexibility and control over when your automation actions are executed. This update allows you to define more precise trigger rules by combining conditions as needed.
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To add multiple trigger click the plus (+) icon to add an trigger. Here you can add another trigger. You can toggle the button for the "AND/OR" condition.
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And after adding the trigger. Click the Save button.
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Next, click the plus (+) icon to add an action. From the available actions, select any actions. Eg: Send Email to Contact.
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If you need to add an end condition to this automation, click the End Conditions button to stop the automation trigger when your specified conditions are met.
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Switch the toggle from Inactive to Active to enable the automation.
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And click Save to apply and store your automation.
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Finally, if the automation trigger conditions are met, your selected automation action will be executed.
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And Click the Go Back button to redirect to the Automations page.
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If you want to deactivate the automation, simply toggle the status button, and it will deactivate. You can click the clone button to duplicate the automation, the pencil icon to edit it, and the trash icon to delete it.
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If you have any issues using a contact filter or would like to ask questions regarding follow-ups, please let us know using our Coach-on-Call feature.