Automation

How do I?

• How do I build an automated journey?
• How do I save an automation as a template to use again?
• How do I schedule my automation?
• How do I test my automation?
• How do I use a lead alert in my automation?
• How do I use multiple flag event steps in a row in my automation?

FAQ

• Can I add contacts to an existing automation?
• Can I use multiple values in one flag event step?
• How can I verify when my automation will start?
• How do Lead Alerts work in Automation?
• How does a contact's tracking preference impact their movement through automation?
• How is Automation used?

See all 21 articles

SMS

• How do I create an automated journey based on SMS responses?
• What does "Send SMS" do in Automation?

Resources

• Automation Dashboard Overview
• Lesson: Overview of Automation