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How to create an automation

By automating routine tasks like sending welcome emails, follow-ups, and newsletters, you free up valuable time to focus on strategic initiatives. Also, with our advanced features like segmentation and personalization, you can tailor your messages to resonate with each recipient, driving higher engagement and conversions. You can follow these steps to create an automation.

 

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” and click on “Submit”.

STEP 4: Click on “Action” and select “Setup” from the drop-down menu.

STEP 5: Set up your automation .  

Step 6: Click on “Submit”.