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  1. Help Center
  2. Automation

Automation

Getting Started

  • How is Automation used?
  • What do I need to know before I begin building an automation?
  • What are my options to starting an Automation?
  • Where do I build an automation?
  • How do I build an automated journey?
  • What are the steps to build an automation?
See all 7 articles

FAQ

  • Can I add contacts to an existing automation?
  • Can I include both Email and SMS steps in my automation?
  • Can I use multiple values in one action or condition step?
  • How can I use automation splits?
  • How can I verify when my automation will start?
  • How does a contact's tracking preference impact their movement through automation?
See all 26 articles

How do I?

  • How do I create an interactive wait time between steps in my automation?
  • How do I edit campaigns in a running Automation?
  • How do I have a contact click a button in the email and get added to a category?
  • How do I resume my stopped automation?
  • How do I save an automation as a template to use again?
  • How do I schedule my automation?
See all 18 articles

Resources

  • Best Practices: Automation
  • Online Learning: Overview of Automation
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