Getting Started with Automations

1. Setting Up Your Automation

1. Create a new automation

   From your dashboard, go to Automations → Create New Automation. Give it a descriptive name.

2. Add a trigger node

   Every automation starts with a trigger. Select the event that will start your automation (e.g., form submission, email open).

3. Build your workflow

   Add action nodes (emails, delays, conditions) by dragging them from the sidebar onto the canvas.

4. Connect your nodes

   Click and drag from one node's handle to another to create connections between steps.

2. Configuring Each Node

1. Click on each node to open its configuration panel
2. Fill in required fields for each node type:
   • Email nodes: Select a campaign, sender details, and content
   • Delay nodes: Set duration and time unit
   • Condition nodes: Default values are automatically applied (24-hour wait time)
3. Save each node's configuration before moving to the next
4. Preview your content where applicable to ensure it looks correct

3. Testing Your Automation

1. Save your automation draft by clicking the "Save" button
2. Run a test by clicking "Test Automation" and selecting a test subscriber
3. Monitor the test run in the Automation Logs section
4. Make adjustments if you notice any issues during testing

4. Activating Your Automation

1. Review your entire workflow to ensure all nodes are properly configured
2. Check all connections to make sure there are no dead ends

   Pay special attention to condition nodes - both YES and NO paths should be connected

3. Toggle the activation switch to "Active" in the top-right corner
4. Confirm activation in the dialog that appears

5. Monitoring Performance

1. View active runs in the Automation Dashboard
2. Check detailed logs by clicking on any automation run
3. Monitor key metrics like open rates, click rates, and conversion points
4. Make optimizations based on performance data

Triggers

• Subscriber Activity: Email opens, clicks, form submissions
• Time-Based: Specific dates, delays, recurring events
• Custom Events: API triggers, integrations

Actions

• Email Actions: Send emails, update content
• Subscriber Management: Update fields, add/remove tags
• Flow Control: Delays, conditions, splits

Planning

• Define Goals: Set clear objectives
• Map Journey: Plan the subscriber experience
• Segment Audience: Target the right subscribers
• Test Thoroughly: Verify all paths work

Monitoring

• Track Performance: Monitor key metrics
• Review Reports: Analyze automation data
• Optimize: Make data-driven improvements
• Update Content: Keep messages relevant