Automation

In Automations, click the name of the automation or create one with New automation.

• Add a step with the plus sign between two steps.
• Change the trigger or any step from its settings.
• Fold or unfold the branches of a condition.
• Undo the last change with Undo.
• Watch the automation run with your account with Test.
• Turn the automation on with Activate, or publish the changes of an active one with Publish changes.
• See the figures of each step in Metrics.
• See the published versions in Versions.

The trigger decides when a contact enters. It can be a purchase, a captured lead, an added tag, an abandoned cart, a subscription, a failed payment, a completed course, a booking or some days without opening the course.

1. 11. Click the card of the trigger.
2. 22. Choose the trigger in When a contact enters.
3. 33. Limit it to some Products, or leave Any.
4. 44. Turn on Can enter again if you want someone who left to enter again.

The wait lasts a fixed time, runs until a date or a time of day, or ends when the contact opens an email.

1. 11. Click the plus sign and choose Wait.
2. 22. Choose A time, Until a date or Until an event.
3. 33. For an event, choose the email and write the Time limit. If it runs out, the contact goes on through the Timed out branch.

Those who match the condition go on through the Yes branch and the rest through the No branch. When their branch ends, each contact continues with the step after the condition.

1. 11. Click the plus sign and choose Condition.
2. 22. In Check, choose what to look at, for example Bought a product.
3. 33. Click the plus sign under Yes and under No to add the steps of each branch.

Actions send an email, add or remove tags, grant or remove access to a product, enroll in a course, send a WhatsApp, call a webhook or notify the team.

1. 11. Click the plus sign and choose the action.
2. 22. Fill in its fields. For an email, write the Subject and click Edit with blocks to build the content.
3. 33. Click Done when the email is finished.

The test runs with your account as the test contact, with waits at 10 seconds and emails at your address marked as a test. It does not count in the metrics or change any contact.

1. 11. Click Test.
2. 22. Follow in the panel what each step does.
3. 33. At a condition, choose the branch with Yes or No.
4. 44. When it ends, repeat it with Test again if you want.

The Metrics tab puts on each card the contacts that entered and the ones waiting. An email adds its opens, its clicks and the sales it brought. A condition shows how many went on through Yes and through No.

1. 11. Open the Metrics tab.
2. 22. Choose a version in All versions if you want the figures of only one.
3. 33. Click a step to see the contacts waiting on it, with how long they have been there and when they go on.

Every change is saved on its own as a draft. New contacts enter the published version. Those already inside finish in the version they entered.

• A condition needs at least one step in each branch.
• A marketing email only reaches those who accepted your emails. Everyone else skips the step.
• Send WhatsApp only works after a purchase, a booking or a failed payment, with the template of that trigger.
• Undo takes the draft back to the moment before the last change, once.

These roles can open this screen: owner, admin and content editor.