Utilising automation is a brilliant way to scale your business without investing in additional staff and time consuming strategies. The automation feature allows you to create a series of events which are completely managed by the platform. It is ...
To Edit an automation Locate relevant automation via the automation list or using the search feature Click the Edit button on the right side of the relevant automation > From the Automation Setup screen you’ll be able to click on existing Triggers, ...
A standard welcome email for any customer that signs up to your loyalty program, newsletter or email notifications. This article will take you through setting up the automation. If you're interested in learning more about automation basics, click ...
Click the Plus symbol at the top right of your screen Click on Triggers located in the pane on the right side of your screen Select the Trigger that you would like to use for your automation Drag selected Trigger into the Trigger box of the flow ...
To create a new Role Click the plus sign on the top right of the screen Select Add Role Enter a name for the new Role Select access options for Account Administration: Should this role have the ability View Account Details, Update Account Details, ...