STEP 1: Navigate to the “Engagement” section on the dashboard.

STEP 2: Click on “Automation” from the drop-down menu.

STEP 3: Click on “Create Automation” , select “Campaign” or “Automation”, based on the type of automation you intend to run, and click on “Submit”.

STEP 4: Click on “Action” and select “Setup” from the drop-down menu.
STEP 5: Set up your automation series. You can also click on “Add New” to add more triggers to your series.

Step 6: Click on “Submit”.
