Find the basic how-to outlined below and review the resources available for this feature before you begin.
Generally speaking, there are four steps in the create-an-automation workflow:
In the Automation dashboard, click the "Create Automation" button to begin. From there, the workflow is organized into 4 steps:
- Setup (1): Name the automation and optionally provide a description. The automation/description name will be used in Analytics but not seen externally. Then, click the "Save and Next" button.
- Design (2): Choose an automation template with the use of the "Automation Type" and/or "Industry" page filters. Click the "Use Template" button to choose the template. This will drop you into the automation designer. Use Action & Condition steps to build a complete workflow. See the Resources section below to learn more about automation capabilities.
- Test (3): Test the Automation. It's important to understand how the automation will work, what evaluations will take place, etc. With the Test step, you can test the workflow to ensure it flows the way you expect it to, evaluating changes in data, activities like opens and clicks, and more. Choose administrator records from the menu and set the pause override.
- Schedule (4): Schedule the Automation to start.
Learn more about Automation in this online learning module.
For more on testing, see this article.
For more on scheduling, see this article.
See this article for a full outline of building an Automation journey.