Automation Flow

An automation flow is a predefined sequence of actions and responses designed to streamline processes in marketing or customer engagement. It allows businesses to automate interactions based on user behavior, ensuring timely and relevant communication while saving time and reducing manual effort.

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Creating an automation flow allows you to streamline processes and engage users efficiently. Here's how you can create an automation flow step by step:

Steps to Create an Automation Flow:

1. Navigate to the Automation Module:

   • Go to the Automation Module from the left sidebar.

2. Click on the Create Automation Button:

   • Look for the Create Automation button and click on it to start setting up your flow.

3. Set Up and Connect the Automation Flow:

   • Add Triggers:
     • Select the event that will start the automation (e.g., contact created, contact updated).
   • Define Conditions:
     • Set conditions that control the flow (e.g., user properties or behavior).
   • Connect Triggers and Conditions:
     • Link the trigger to the condition to create a seamless flow.
   • Add Actions:
     • Specify the actions that should follow (e.g., send a message, add to a list).
   • Connect Actions:
     • Ensure the actions are connected to the appropriate conditions or triggers to complete the flow.

4. Save and Publish:

   • After building and connecting all parts, click the Save button.
   • To activate the automation, click Publish.

This will create and connect your automation flow steps, making it operational.