Automations

Creating an Automation
An Automation is a marketing campaign (a.k.a. drip campaign) that you send to your contacts. To create a new automation, click “Marketing”, and then “Automa...
Tue, Aug 15, 2023 at 4:43 PM
Copying an Automation
To create a copy of an automation, click the copy button in the actions column. After you click copy, it will bring you to the Add New Automation pa...
Tue, May 9, 2023 at 4:34 PM
Template & Automation - Suggestions
CONTACT Automation to send to Anyone: The agent can create this group of TEMPLATE suggestions: Checking in to say hi About Me - write an email like i...
Thu, Mar 14, 2024 at 10:12 AM