Automation Journey Flow

Creating an automation flow allows you to streamline processes and engage users efficiently. Here's how you can create an automation flow step by step:

Steps to Create an Automation Flow:

1. Navigate to the Automation Module:

   • Go to the Automation Module from the left sidebar.

2. Click on the Create Automation Button:

   • Look for the Create Automation button and click on it to start setting up your flow.

3. Set Up and Connect the Automation Flow:

   • Add Triggers:
     • Select the event that will start the automation (e.g., contact created, contact updated).
   • Define Conditions:
     • Set conditions that control the flow (e.g., user properties or behavior).
   • Connect Triggers and Conditions:
     • Link the trigger to the condition to create a seamless flow.
   • Add Actions:
     • Specify the actions that should follow (e.g., send a message, add to a list).
   • Connect Actions:
     • Ensure the actions are connected to the appropriate conditions or triggers to complete the flow.

4. Save and Publish:

   • After building and connecting all parts, click the Save button.
   • To activate the automation, click Publish.

This will create and connect your automation flow steps, making it operational.