Automation

How do I?

• How do I build a new automation?
• 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 does a contact's tracking preference impact their movement through automation?
• How is Automation used?
• What are the meanings of the statuses seen in Automation?

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Resources

• Lesson: Overview of Automation