How To Use the Regular Automation?

In the top navigation bar, click on Marketing.

Select Automation from the top left corner of the Marketing page. On the Automation page, go to the Regular Automation tab.

To create a new automation, click the “New Automation” button in the upper-right corner.
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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. A modal popup will appear and select the automation trigger condition.
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To add multiple trigger conditions, click the plus (+) icon and configure additional triggers conditions.
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You can add additional automation trigger fields by using AND / OR conditions based on the selected trigger condition.

Note: If a transaction-based trigger is selected, you can include both Transaction-based or Contact-based trigger condition.
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Next, click the "+" plus icon to add an action. From the list of available options, choose the required action.
Example: Send Email to Contact.
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To add the Send by Contact’s Title Specific automation action, select the required Title and choose the appropriate Email Template for the automation.
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To create a common automation action, disable the Send by Contact’s Title Specific option, and select the required Email Template, and you can preview the email template click the eye icon. Then click the Add button.
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To add an end condition to this automation, click the "End Conditions" button to stop the automation trigger when the specified conditions are met. Learn more about end condition.
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And here you can exclude the contacts based on the tags. Click the Exclude Contacts button. In the popup select the tag which you need to exclude for this automation. And click save to exclude from this automation. Learn more about exclude contacts.

And you need to must active the automation by clicking on the toggle icon from inactive to active.
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After completing the setup, click Save Automation button to save the automation.
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You can view newly created Regular automations in the Regular Automations grid table.
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Action Icons

Action icons are used to perform the following actions:

​​If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..