Create an automation
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Step 1: Start a new automation
Section titled “Step 1: Start a new automation”Open Automations and click New Automation.
Step 2: Choose a trigger
Section titled “Step 2: Choose a trigger”A trigger is the event that starts the automation, for example:
- A contact is added to a group.
- A form is submitted.
- A specific time is reached.
Choose the trigger that matches what you want to happen.
Step 3: Write the message
Section titled “Step 3: Write the message”Enter the message your contacts will receive. Use your approved Sender ID so it appears from your brand.
Step 4: Turn it on
Section titled “Step 4: Turn it on”Save and activate the automation. From now on, each time the trigger happens, the message sends automatically.
Reviewing automation messages
Section titled “Reviewing automation messages”Open Automations → Messages to see everything your automations have sent, including failures. See Reports for help reading the results.