Automation Builder Overview

Step One: From the Dashboard click on the Automation tab on the left side of the screen.. Step 2: Click on the "Create Automation" button on the center of the builder and add Automation Name enter the name you like then click create automation. Step 3: Start the Automation by adding a trigger. Click on the "Add Trigger" and select a trigger to the left.. Step 4: Now click the plus(+) symbol below the trigger and add an "Action". You can select from a list of actions, timing, or logic options that appear at the left side.. Step 5: Repeat this process to build out your automation as you wish.

Still puzzling over something?