Creating an Automation Workflow from Scratch

1. Accessing Automation Section

   • Go to Automations and create a new workflow from scratch.

2. Naming the Workflow

   • Name the workflow meaningfully for easy identification later.

3. Understanding Workflow Settings

   • Conversation settings like marking as read.

   • Enrollment history for tracking actions.

   • Execution logs for understanding workflow steps.

4. Starting with Triggers

   • Determine what event/action will trigger the automation.

   • Common triggers like contact tags, form submissions, survey completions.

5. Defining Trigger Criteria

   • Use filters to specify trigger conditions.

   • Example: Trigger automation when a specific form is submitted.

6. Executing Actions

   • Choose from contact-related, communication, internal, and AI actions.

   • Common actions include sending emails, SMS, adding tags, and notes.

7. Creating Email Templates

   • Use existing templates or create custom email content.

   • Include dynamic content like custom values and fields.

8. Adding Wait Statements

   • Determine if immediate action or waiting period is needed.

   • Set wait times before executing the next action.

9. Testing the Workflow

   • Run tests to ensure the workflow functions as intended.

   • Check enrollment history and execution logs for tracking.

10. Segmenting Contacts

    • Add tags and notes for segmentation and tracking purposes.

    • Ensure actions like adding tags and notes are included in the workflow.

11. Seeking Help and Support

    • Utilize help resources and chat for guidance on building automations.

    • Access live support for any questions or clarifications.

12. Finalizing and Saving

    • Save the workflow after testing and confirming its functionality.

    • Review and refine the workflow based on testing results and feedback.