Automation

Getting started

• Automations overview
• The automation builder explained
• Automation triggers explained
• Automation actions explained
• Creating an automation walkthrough

Feature explanations

• Automation Goals
• Automation revisions

Videos

• Intro to automations (video)
• Create a "welcome email" automation (video)
• Testing your automation (video)

FAQs

• How do I save an automation email as a template?
• How do I edit an automation email?
• How do I edit the "From" name and email address in an automation email?
• How do I import contacts without triggering an automation?
• Why did a contact go down the wrong path in an If/Else statement after they opened an automation email?
• How do I rename an email in an automation?

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