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Create your own automation workflow

Creating automations requires minimum effort as you can easily draw a plan out of what your automations need to be doing while you focus on your newsletter campaigns.

You start by defining what triggers your automation, add the steps that you want and then your automation will be set in motion.

Let's see how building an automation workflow works:

A. Finding the Automation page
1. On your Dashboard, hover your mouse over the Automation tab.create_automation_1.png

 

2. Click on the Create new automation button, in the middle of the Automations page.create_automation_2.png

After you start designing your own workflows you will find this button has relocated on the top right side of this page, since it will be filled with your custom designs.

 

3. Click on the New button, on the top of the Automation Type page, and then select the automation type that you wish to create. You can choose between the From recipe or the Custom automation options. create_automation_3.png 

 

B. Getting familiar with the Automations page

Now that you have found the Automation page, you can do any of the following:

  • edit the workflow's name and description
  • add steps to, or remove steps from the automation workflow
  • expand the list of incomplete tasks
  • activate or deactivate the workflow
  • save the workflow as a recipe

Some of the above functions are self-explanatory but let's check how each one is done.

 

C. Naming your workflow

1. When clicking on the arrow icon, a pop-up window appears. Tap on the Edit tab, located at the right bottom of the window.create_automation_4.png

 

2. Fill in the field with a new name for your automation. Click on the Save button when you are done.create_automation_5.png

 

3. Click on the description area below the automation name to edit your automation description.create_automation_6.pngPlease note that you should avoid editing your automation's description right from the start unless you have something specific in mind. As soon as you start adding steps to your automation a description will start forming with each additional step. You can later edit the description and keep or modify the description parts that you want.


4. Fill in the field with a description for your new automation. Click on the Save button when you are done.create_automation_7.png

 

D. Adding or removing steps

Every automation you ever make will have to start with a trigger.

1. Click on the Select your trigger area.
create_automation_10.png

The "Select a Trigger" pop-up window appears, showcasing the available triggers.


2. Click on the tab of your choosing to view the corresponding triggers.create_automation_11.png

 

3. Select any of the triggers you want by clicking on the arrow next to it.create_automation_12.png

The window that appears begs the question: "Trigger only once?" to which you can answer either Yes or No and refers to each subscriber.


4. Make a selection from the drop-down menu.create_automation_13.png

Out of all the available triggers, the only two that require more information, are the ones who emphasize on someone interacting with a specific product; for those, you will also need to provide the Product Code.
 

5. Click on the Save button.create_automation_14.png

Clicking on the Trigger List will return you to the available trigger choices.


6. Click on the "+" symbol underneath your trigger to add more steps to your automation workflow.create_automation_15_new.png

 

7. Click on the three-dots icon on the right side of each step and then tap on Remove in order to remove any step from your automation.create_automation_8.png

Keep in mind that when you remove a step from your workflow will permanently erase it. You can always click on a step and edit it instead. You don't have to fill in every detail of each step to continue with your workflow; just click on the save button and the available task list will remind you which steps of your automation need completion.

E. Working with the tasks list
1. When clicking on the arrow icon, a pop-up window appears.
The exact tasks that need to be completed for this automation to become operational are brought to your attention; until they are completed the automation will be indicated as Incomplete. The tasks list contains each remaining task and the step to which it belongs.create_automation_16.png


2. Click on any of the incomplete tasks, contained on the tasks list, to go directly to that
particular task's pop-up window.create_automation_17.png

 

3. Complete the task and when you are done with your changes, tap on Save.create_automation_18.png

You don't need to complete any of the tasks unless you want to actually use the automation right away. Alternatively, you could just design the workflow you wish, all the while avoiding filling in any of the particular step details, and make a Recipe instead.


F. Saving the Automation as a Recipe
1. When clicking on the arrow icon, a pop-up window appears. Tap on the Save as recipe button, located at the right bottom of the window.create_automation_19.png

A pop-up window appears.

2. Fill in both the Recipe Name and Recipe Description fields, located on the pop-up window, and then select the Recipe Industry from the drop-down menu on the third field.create_automation_20.pngMake sure that you give your recipe a memorable name and a useful description, something that you will easily remember when searching for it at a later date.

3. Click on the Save button.create_automation_21.png

Your new Recipe will appear alongside the other available Recipes, to be used as the basis for your future automation designs.


G. Activating or deactivating your Automation workflow

As soon as you complete all required tasks from your task list the Incomplete button will transform into an Inactive button.
1. Toggle the Inactive / Active button, to activate your automation.create_automation_22.png

Keep in mind that any changes you make on your campaign's settings, such as change the campaign sender, or opt to track your campaign via Google Analytics, may take a while to appear.

These are the various options that you will be using while working on your automation workflow. You can add and combine the available choices to create the automation workflow that suits your needs perfectly - popular automations like Welcome Emails or Abandoned Cart are just examples of what you can achieve. We even provide ready-made Recipes which only require that you edit a few details.