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.