Overview
Viewing Reports of Automations
Detailed reports of your automations can be viewed from within the platform. This applies to automations that send out email or sms messages as part of the workflow. The reports are grouped by Campaign Folders so, it is important to ensure that ...
Update Automation Status
To change the status of an automated message Locate relevant automation via the automation list or using the search feature Click the dropdown icon on the right side of the relevant automation Select relative status option Confirm
Edit an Automation
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, ...
Search
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
Create New Automation
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 ...
Automation Overview
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 ...