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Create an automation

Create a new flow

  1. Navigate to the Automation page, click Creat new automtion button

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  1. select one channel and click continue button.

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  1. select one trigger that will triggerred the automation ,then click Next

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  1. set the trigger properly

if the trigger is set properly, the border color will be green.

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Note: if the trigger lack some settings, the border color of trigger will turn red . So when we see red border color, please click the trigger block to check the settings.

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  1. We can connect either logic block or action block to the trigger block .

  2. connect action block in the automation

Drag the endpoint ( it may be different color) ,then select one action block

Note: if we want to publish an automation, there must be at least one action block , so the action block is required in the automation.

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  1. Set the action block properly

we can click the action block to set it in the left drawer.

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  1. We can click Save as draft to save the progress at any time. If we have checked all setttings well, we can click Publish to publish this automation.

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  1. If we have checked all setttings well, we can click Publish and confirm button to publish this automation.

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  1. Once the automation is pubslished, there will be a publish success reminder ,and you will be directed to autoamtion homepage.

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