To Search Automated messages click the Search icon on the right hand side of your screen
The Search criteria screen will appear and you will be able to search available automations by Name, Description or Status
Click Search
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Enable/Disable Forms
Locate the Form you would like to update via the form list (or utilise the search feature to search for the form) Click the drop down button next to the relevant form Select Enable or Disable from the drop down
Preview a Template
Locate the Template you would like to preview via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Preview button
Duplicate an Existing Template
Locate the Template you would like to duplicate via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Duplicate button
Edit an Existing Template
Locate the Template you would like to update via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Edit button
Searching Your Contacts
To make searching your contacts easy, we utilise a Key/Value method of search. This allows for searching not only through the values of contact fields but, you can also search data captured through other modules of the platform including third-party ...