Automation Overview Follow

An Automation is a message that is triggered to be sent when a form is completed and information is sent through, or on the anniversary or time of a date field.

Some examples of when you might set up an Automation are :

  • To send out a ‘Thank you for Subscribing / Updating your profile / etc email or sms’ when someone submits a form

  • Sending out a message when an anniversary of a date is reached (eg. Birthday Message, Yearly subscription)

You can setup multiple Automation for the same trigger. This means you can send a 4 part newsletter series when someone subscribes via your website.

If you're looking for information on the advanced automations, you can find it here.

 Automation Overview Video

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