Automations

An Automation is a series of actions and communications triggered by a Contact's behavior and preferences. Use an Automation when you want to send evergreen content based on Contacts' interactions with your brand!

With Automations, you can create the perfect email and SMS marketing funnel to welcome new Contacts, nurture leads and customers, or even update Contact Profiles—automatically!

If you want to send sale/special offer, date, or event-specific content to your Contacts, check out our guide to Campaigns.

In This Guide

This guide will cover each part of an Automation, how to edit or duplicate an Automation, and review troubleshooting solutions.

Create an Automation

You can build your own Automation entirely from scratch or get started with an Automation Template!

Use an Automation Template

To create an Automation using a template, click the Automation icon > Select Email, SMS, or Email + SMS > Look through the available template options and click Get Started to start customizing > Enter a Name for your Automation > Start

Review each node of your Automation and add your content to email and SMS nodes. Remember to test your Automation thoroughly before activating!

Build an Automation From Scratch

To create an Automation from scratch, click the Automation icon > New Automation > Start from Scratch > Start

Automation Components

Automations are made of four components or types of nodes:

Triggers 

Triggers are user-based actions that start your Automation. Every Automation needs at least one trigger to begin the next steps of Automation.

Check out our Automation Triggers guide for details!

Actions

Actions happen due to a trigger's conditions being met, such as sending an SMS or email message, updating a Contact's profile, updating an Automation, or passing information with a Webhook.

Check out our Automation Actions guide for details!

Logic and Timing

Wait times, Goals, and Conditional Splits allow you to use advanced targeting to send your Contacts highly relevant content at the right time.

Check out our Automation Logic and Timing guide for details!

đź’ˇ Pro Tip

Ready to get started? Check out our guide to welcoming new Contacts with Email and SMS!

Edit an Automation

You can edit any node, setting, or content in your Automation at any time!

🚨  Important Note

Edits made to email content in active Automations that Contacts are currently traveling through will be made in real-time and seen by all Contacts. All other edits to the Automation will apply only to Contacts who start the Automation after the edits are made.

Editing Nodes

Click any node > Make desired edits > Done

Add a Node

Click the + button to add another node to your Automation > Select the new Action

Delete a Node

Click any  node > Trash can > OK

Deactivate and Reactivate Automations

If Automations are deleted, they are gone forever, including content and logic. To avoid losing the hard work you put into your Automations, Deactivate them instead!

  • Deactivating an active Automation freezes Contacts exactly where they are in the Automation
  • Reactivating an Automation causes Contacts to pick up exactly where they were when the Automation was deactivated

Deactivate an Automation by clicking the Stop icon next to the Automation's name > Deactivate

Reactivate an Automation by clicking the Play icon next to the Automation's name > Activate

Duplicate an Automation

Duplicating an Automation is a great way to save time by using your existing Automations to target different groups of your Contacts for hyper-targeted content flows.

To duplicate an Automation, click the Duplicate Automation icon > Enter a Name for your new Automation > Duplicate

⏭  Next Steps

  1. Check out our pre-built Automation templates by selecting an Automation category in the Create New Automation window!
  2. Review the Automations section of your dashboard for an overview of your Automations' performance, or download Automation performance data to closely look at any Automation's performance!

Troubleshooting

The add node button isn't working!

Automations have a limit of 50 nodes. If your Automation has less than 50 nodes and you can't add a new node, please contact your CSM or our 24/7 product support team!

My Automation isn't starting!

Make sure your Automation is set to Active if it seems like your Automation isn't starting when it should:

My Automation email isn't sending!

Make sure your Automation email is set to Active if Contacts are not receiving emails from nodes they meet the conditions for:

My Conditional Split isn't flowing!

Some Conditional Split actions have built-in required wait times between actions. Review our Conditional Split guide for detailed information!

I'm getting an infinite loop error message!

Our Automation builder will prevent your Contacts from getting stuck in "infinite loops," where one or more Automation sends a Contact back and forth through a flow. Avoid this issue by creating new Automations with fresh content for your audience to flow through to boost engagement and avoid spam complaints!

Additional Resources

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