Authorized roles: All
Steps to follow:
1 - Go to the "Automations" module.
2 - Click on "+ Add".
3 - Enter a name for the automation.
- The automation's name is strictly for internal use and is not visible to the customer.
4 - Select a value in the "When" field and select a value from the drop-down menu.
5 - Add one or more criterias by clicking on "+ Criteria" and select an option from the drop-down menu.
6 - Add one or more actions by clicking "+ Action" and select an option from the drop-down menu.
7 - Fill in the required fields according to your selection.
8 - Save.
- Only the response templates that are enabled for mass mailing will be available for automations. It is possible to disable or delete an automation from the automations main menu.