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Stephanie Price-Bell

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  • What does a "Stop" do in Automation?

    The term "stop" refers to a type of step that can be incorporated into your automation. The stop step collects contacts at the end of a workflow branch. Using a stop step allows you to add more to...

  • What is triggered automation?

    "Triggered" is one of the ways an automation workflow can be setup. The triggered type uses a clause of criteria. When the criteria is met, the automation will begin. Choose to create a new clause ...

  • What does a "Pause" do in Automation?

    The term "pause" refers to a type of step that can be incorporated into your automation. The Pause step sets a wait time between steps. Pauses are used to prevent the included campaigns in an autom...

  • What does "Update Email Field" do in Automation?

    The term "update email field" refers to a type of step that can be incorporated into your automation. The update email field step is unique as it allows you to change an email contact record based ...

  • What does "Export CSV" do in Automation?

    The term "export CSV" refers to a type of step that can be incorporated into your automation. This steps automates an export a file of contacts that flow through a step and email it to an identifie...

  • What are the steps to build an automation?

    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 Auto...

  • What are the meanings of the statuses seen in Automation?

    The Automation dashboard can be filtered by status. To view an automation in any status, click the "View automations that are..." drop-down.   Draft An automation that has been created and saved b...

  • What actions & conditions are available to use in my Automation workflow?

    Below we'll outline the Action and Condition steps that are available in the Automation designer. These Actions and Conditions are located on the right side of the designer page: Action Steps Emai...

  • How is Automation used?

    New to using Automation?  We suggest you start simple.  Below are links to popular starting points complete with Goals, Personalization, Tips and more. 1. Re-engagement Series: Attempt to get recip...

  • How can I verify when my automation will start?

    After you complete the build of your automation, you have to schedule it.  Once the automation is scheduled, depending on how the automation starts will provide indication on when it will begin.   ...