Automation Series allows you to manage multiple triggers in one setup for both email and…
How to create a marketing automation series (Reminder)
STEP 1: Navigate to the “Campaigns” section on the dashboard.
STEP 2: Click on “Automation” from the drop-down menu.
STEP 3: Click on “Create Automation” , select “Reminder” and click on “Submit“
STEP 4: Click on “Action” and select “Setup” from the drop-down menu.![](data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201891%20893'%3E%3C/svg%3E)
STEP 5: Set up your automation series. Choose either “Birthday,” “Update,” or “Notification” based on the type of reminder you wish to automate.
Note: Select “Add new” if you want to add more triggers to your series.
Step 6: Click on “Submit”.
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