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            How do I create automation rules?

            Modified on Thu, 4 Dec at 11:33 AM

            How do I create automation rules?

            How do I create automation rules? How do I create automation rules? Table of content for this article How automation ru.

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            How do I create automation rules?

            How do I create automation rules? How do I create automation rules? Table of content for this article How automation ru...

            Also known as: Setup automation, Create workflow, Build automation rule, Configure triggers, Automate actions

            How to do it

            1
            Open the relevant campaign. Navigate to the campaign where you want to create the automation.
            2
            Go to Automations. Click on the Automations tab in the campaign menu.
            3
            Click New Automation. Start creating a new automation rule.
            4
            Name your automation. Give it a clear, descriptive name (e.g., "Send follow-up after quote").
            5
            Select trigger type. Choose when the automation should run (status change, field update, schedule, etc.).
            6
            Add conditions (optional). Define requirements that must be met for the automation to run.
            7
            Define actions. Specify what should happen (send email, change status, assign person, etc.).

            Understanding triggers and conditions

            Triggers define when an automation runs:

            • When a status changes

            • When a field is updated

            • When a lead is created

            • Based on a schedule (hourly, daily, after X minutes)

            Conditions refine when the automation runs:

            • Run only if a field has a specific value

            • Run only if a field is empty

            • Run only if assigned person exists

            Common actions

            Change data:

            • Change lead status

            • Update a field

            • Assign a person

            Communication:

            • Send email

            • Send SMS

            • Send internal notification

            Workflow:

            • Add delay

            • Create a booking

            • Create related lead in another campaign

            Testing your automation

            1
            Create a test lead. Set up a test lead in the campaign.
            2
            Trigger the automation. Change the field or status that should fire the rule.
            3
            Check the History. View the lead's history to confirm the automation fired.
            4
            Review automation logs. Check for fired actions or errors in the automation logs.

            Related articles

            Common searches: create automation, setup automation rule, build workflow, configure triggers, automate actions, automation tutorial, how to automate, workflow setup, trigger configuration

            ? Common searches

            automation setup • workflow automation • automate process • automation rules • trigger automation

            ? Also known as

            workflow • automatic process • triggered action • rule

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